Omni 360 Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Omni 360 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	$4.99M	Buy	31,583 +2,422	+8%	+$379K	2.31%	11
2026 Q1	$4.32M	Buy	29,161 +831	+3%	+$125K	2.23%	12
2025 Q4	$4.19M	Buy	28,330 +3,431	+14%	+$488K	2.15%	12
2025 Q3	$3.51M	Buy	24,899 +1,453	+6%	+$200K	1.97%	12
2025 Q2	$3.13M	Buy	23,446 +585	+3%	+$74.1K	1.94%	12
2025 Q1	$2.95M	Buy	22,861 +4,120	+22%	+$539K	1.98%	12
2024 Q4	$2.39M	Buy	18,741 +1,256	+7%	+$164K	1.59%	16
2024 Q3	$2.24M	Buy	17,485 +641	+4%	+$79.1K	1.54%	16
2024 Q2	$2M	Buy	16,844 +439	+3%	+$52.1K	1.52%	16
2024 Q1	$1.98M	Buy	16,405 +309	+2%	+$35.4K	1.64%	17
2023 Q4	$1.8M	Buy	+16,096	New	+$1.69M	1.68%	17

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Omni 360 Wealth's VYM Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.3% in Q2 2026, buying an estimated $379K and bringing the position to 31,583 shares worth $4.99M. The position accounts for 2.31% of the portfolio, ranked #11.

Omni 360 Wealth first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Omni 360 Wealth held 31,583 shares of Vanguard High Dividend Yield ETF worth $4.99M as of Q2 2026.
Omni 360 Wealth bought 2,422 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $379K.
Vanguard High Dividend Yield ETF made up 2.31% of Omni 360 Wealth's portfolio in Q2 2026, its #11 holding.
Omni 360 Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.