Optivise Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Optivise Advisory Services’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	$1.05M	Buy	6,654 +656	+11%	+$103K	0.53%	48
2026 Q1	$888K	Sell	5,998 -820	-12%	-$123K	0.54%	47
2025 Q4	$978K	Sell	6,818 -550	-7%	-$78.2K	0.56%	49
2025 Q3	$1.04M	Buy	7,368 +2,887	+64%	+$397K	0.62%	46
2025 Q2	$597K	Buy	4,481 +483	+12%	+$61.2K	0.31%	85
2025 Q1	$516K	Sell	3,998 -62	-2%	-$8.12K	0.29%	82
2024 Q4	$518K	Buy	4,060 +298	+8%	+$38.9K	0.28%	86
2024 Q3	$482K	Sell	3,762 -2	-0.1%	-$247	0.25%	81
2024 Q2	$446K	Buy	+3,764	New	+$446K	0.24%	90

Other funds holding VYM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Optivise Advisory Services's VYM Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 6,654 shares worth $1.05M. The position accounts for 0.53% of the portfolio, ranked #48.

Optivise Advisory Services first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Optivise Advisory Services held 6,654 shares of Vanguard High Dividend Yield ETF worth $1.05M as of Q2 2026.
Optivise Advisory Services bought 656 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $103K.
Vanguard High Dividend Yield ETF made up 0.53% of Optivise Advisory Services's portfolio in Q2 2026, its #48 holding.
Optivise Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
821 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.