Oakmont Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
6,989
+645
+10% +$101K 0.93% 17
2026
Q1
$940K Sell
6,344
-94
-1% -$14.1K 0.96% 20
2025
Q4
$924K Buy
+6,438
New +$916K 0.99% 22

Other funds holding VYM

Oakmont Advisory Group's VYM Position: Q2 2026 in Review

Oakmont Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 6,989 shares worth $1.1M. The position accounts for 0.93% of the portfolio, ranked #17.

Oakmont Advisory Group first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Oakmont Advisory Group held 6,989 shares of Vanguard High Dividend Yield ETF worth $1.1M as of Q2 2026.
  • Oakmont Advisory Group bought 645 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $101K.
  • Vanguard High Dividend Yield ETF made up 0.93% of Oakmont Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Oakmont Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.