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Olistico Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Olistico Wealth’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 		$382K Buy
365,939
+363,524
+15,053% +$56.8M 0.16% 77
2026
Q1 		$358K Hold
2,415
– – 0.18% 75
2025
Q4 		$347K Hold
2,415
– – 0.17% 72
2025
Q3 		$340K Hold
2,415
– – 0.18% 75
2025
Q2 		$322K Buy
2,415
+2,315
+2,315% +$293K 0.18% 77
2025
Q1 		$311K Sell
100
-2,315
-96% -$303K 0.19% 82
2024
Q4 		$308K Buy
2,415
+2,315
+2,315% +$302K 0.18% 78
2024
Q3 		$12.8K Hold
100
– – 0.01% 234
2024
Q2 		$11.9K Buy
+100
New +$11.9K 0.01% 236
2023
Q4 		– Sell
-5,893
Closed -$609K – 109
2023
Q3 		$609K Buy
5,893
+35
+0.6% +$3.75K 0.54% 48
2023
Q2 		$621K Buy
5,858
+40
+0.7% +$4.2K 0.53% 49
2023
Q1 		$614K Buy
5,818
+34
+0.6% +$3.66K 0.59% 46
2022
Q4 		$626K Buy
+5,784
New +$615K 0.68% 42

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Olistico Wealth's VYM Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 15,053% in Q2 2026, buying an estimated $56.8M and bringing the position to 365,939 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #77.

Olistico Wealth first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $626K in Q4 2022. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Olistico Wealth held 365,939 shares of Vanguard High Dividend Yield ETF worth $382K as of Q2 2026.
  • Olistico Wealth bought 363,524 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $56.8M.
  • Vanguard High Dividend Yield ETF made up 0.16% of Olistico Wealth's portfolio in Q2 2026, its #77 holding.
  • Olistico Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
  • Olistico Wealth's Vanguard High Dividend Yield ETF position peaked at $626K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.