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

ORBA 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	$553K	Sell	3,500 -3,120	-47%	-$488K	0.47%	46
2026 Q1	$980K	Hold	6,620	–	–	1.17%	25
2025 Q4	$950K	Hold	6,620	–	–	0.82%	35
2025 Q3	$933K	Sell	6,620 -380	-5%	-$52.2K	0.77%	34
2025 Q2	$933K	Sell	7,000 -390	-5%	-$49.4K	0.85%	34
2025 Q1	$953K	Hold	7,390	–	–	0.48%	43
2024 Q4	$943K	Hold	7,390	–	–	0.49%	43
2024 Q3	$947K	Hold	7,390	–	–	0.48%	44
2024 Q2	$876K	Hold	7,390	–	–	0.45%	43
2024 Q1	$894K	Hold	7,390	–	–	0.49%	43
2023 Q4	$825K	Buy	+7,390	New	+$776K	0.49%	43

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

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

ORBA Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 47% in Q2 2026, selling an estimated $488K and leaving 3,500 shares worth $553K. The position accounts for 0.47% of the portfolio, ranked #46.

ORBA Wealth Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $980K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

ORBA Wealth Advisors held 3,500 shares of Vanguard High Dividend Yield ETF worth $553K as of Q2 2026.
ORBA Wealth Advisors sold 3,120 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $488K.
Vanguard High Dividend Yield ETF made up 0.47% of ORBA Wealth Advisors's portfolio in Q2 2026, its #46 holding.
ORBA Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $980K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.