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

Opal 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 		$270K Buy
1,708
+323
+23% +$50.5K 0.06% 175
2026
Q1 		$205K Sell
1,385
-397
-22% -$59.7K 0.05% 203
2025
Q4 		$256K Buy
1,782
+18
+1% +$2.56K 0.07% 174
2025
Q3 		$249K Buy
1,764
+9
+0.5% +$1.24K 0.07% 161
2025
Q2 		$234K Buy
1,755
+16
+0.9% +$2.03K 0.06% 175
2025
Q1 		$224K Sell
1,739
-14
-0.8% -$1.83K 0.07% 166
2024
Q4 		$224K Sell
1,753
-1,086
-38% -$142K 0.07% 175
2024
Q3 		$364K Sell
2,839
-85
-3% -$10.5K 0.11% 107
2024
Q2 		$347K Sell
2,924
-103
-3% -$12.2K 0.11% 111
2024
Q1 		$366K Buy
3,027
+709
+31% +$81.2K 0.12% 110
2023
Q4 		$259K Sell
2,318
-688
-23% -$72.3K 0.1% 140
2023
Q3 		$311K Buy
3,006
+4
+0.1% +$429 0.18% 96
2023
Q2 		$318K Sell
3,002
-71
-2% -$7.45K 0.16% 86
2023
Q1 		$324K Buy
3,073
+752
+32% +$80.9K 0.19% 63
2022
Q4 		$251K Buy
+2,321
New +$247K 0.14% 94

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

Opal Wealth Advisors's VYM Position: Q2 2026 in Review

Opal Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q2 2026, buying an estimated $50.5K and bringing the position to 1,708 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #175.

Opal Wealth Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $366K in Q1 2024. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Opal Wealth Advisors held 1,708 shares of Vanguard High Dividend Yield ETF worth $270K as of Q2 2026.
  • Opal Wealth Advisors bought 323 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $50.5K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Opal Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Opal Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $366K in Q1 2024.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.