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New England Private Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New England Private Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Buy
26,736
+118
+0.4% +$18.4K 0.42% 58
2026
Q1 		$3.94M Buy
26,618
+133
+0.5% +$20K 0.46% 55
2025
Q4 		$3.8M Sell
26,485
-133
-0.5% -$18.9K 0.47% 53
2025
Q3 		$3.75M Buy
26,618
+8,561
+47% +$1.18M 0.49% 51
2025
Q2 		$2.45M Sell
18,057
-178
-1% -$22.6K 0.36% 57
2025
Q1 		$2.35M Buy
18,235
+116
+0.6% +$15.2K 0.36% 56
2024
Q4 		$2.32M Buy
18,119
+3,704
+26% +$483K 0.37% 54
2024
Q3 		$1.85M Buy
14,415
+325
+2% +$40.1K 0.3% 59
2024
Q2 		$1.68M Buy
14,090
+60
+0.4% +$7.12K 0.29% 60
2024
Q1 		$1.69M Sell
14,030
-1,235
-8% -$141K 0.3% 56
2023
Q4 		$1.7M Sell
15,265
-1,089
-7% -$114K 0.31% 54
2023
Q3 		$1.69M Sell
16,354
-4,029
-20% -$432K 0.35% 52
2023
Q2 		$2.16M Sell
20,383
-57,238
-74% -$6M 0.44% 46
2023
Q1 		$8.19M Sell
77,621
-687
-0.9% -$73.9K 1.66% 17
2022
Q4 		$8.47M Buy
78,308
+23,676
+43% +$2.52M 1.8% 17
2022
Q3 		$5.19M Buy
54,632
+6,177
+13% +$642K 1.22% 23
2022
Q2 		$5.44M Sell
48,455
-2
-0% -$217 0.99% 27
2022
Q1 		$5.44M Sell
48,457
-86,040
-64% -$9.6M 0.99% 27
2021
Q4 		$4.81M Buy
134,497
+90,928
+209% +$9.89M 0.84% 28
2021
Q3 		$4.5M Buy
43,569
+105
+0.2% +$11.1K 0.84% 27
2021
Q2 		$4.55M Buy
43,464
+3,044
+8% +$320K 0.87% 26
2021
Q1 		$4.08M Buy
+40,420
New +$3.9M 0.7% 33

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New England Private Wealth Advisors's VYM Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.44% in Q2 2026, buying an estimated $18.4K and bringing the position to 26,736 shares worth $4.3M. The position accounts for 0.42% of the portfolio, ranked #58.

New England Private Wealth Advisors first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.47M in Q4 2022. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • New England Private Wealth Advisors held 26,736 shares of Vanguard High Dividend Yield ETF worth $4.3M as of Q2 2026.
  • New England Private Wealth Advisors bought 118 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard High Dividend Yield ETF made up 0.42% of New England Private Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • New England Private Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $8.47M in Q4 2022.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.