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

Paces Ferry 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	$958K	Buy	6,061 +319	+6%	+$49.9K	0.35%	44
2026 Q1	$850K	Sell	5,742 -10	-0.2%	-$1.5K	0.35%	44
2025 Q4	$825K	Sell	5,752 -1,041	-15%	-$148K	0.34%	49
2025 Q3	$958K	Sell	6,793 -245	-3%	-$33.7K	0.4%	41
2025 Q2	$938K	Buy	7,038 +27	+0.4%	+$3.42K	0.43%	42
2025 Q1	$904K	Sell	7,011 -52	-0.7%	-$6.81K	0.45%	40
2024 Q4	$901K	Sell	7,063 -170	-2%	-$22.2K	0.44%	43
2024 Q3	$927K	Buy	7,233 +484	+7%	+$59.8K	0.53%	40
2024 Q2	$800K	Sell	6,749 -101	-1%	-$12K	0.48%	45
2024 Q1	$829K	Sell	6,850 -983	-13%	-$113K	0.53%	43
2023 Q4	$874K	Sell	7,833 -431	-5%	-$45.3K	0.61%	40
2023 Q3	$854K	Buy	8,264 +143	+2%	+$15.3K	0.68%	39
2023 Q2	$861K	Sell	8,121 -10	-0.1%	-$1.05K	0.65%	39
2023 Q1	$858K	Sell	8,131 -169	-2%	-$18.2K	0.69%	38
2022 Q4	$898K	Sell	8,300 -60	-0.7%	-$6.38K	0.87%	32
2022 Q3	$793K	Buy	8,360 +64	+0.8%	+$6.66K	0.87%	30
2022 Q2	$844K	Sell	8,296 -75	-0.9%	-$8.13K	0.83%	32
2022 Q1	$940K	Sell	8,371 -30	-0.4%	-$3.35K	0.75%	33
2021 Q4	$942K	Sell	8,401 -694	-8%	-$75.5K	0.68%	36
2021 Q3	$940K	Buy	9,095 +252	+3%	+$26.6K	0.75%	34
2021 Q2	$926K	Buy	8,843 +105	+1%	+$11K	0.71%	36
2021 Q1	$883K	Buy	8,738 +52	+0.6%	+$5.02K	0.77%	34
2020 Q4	$795K	Buy	8,686 +1,940	+29%	+$169K	0.73%	38
2020 Q3	$546K	Buy	+6,746	New	+$553K	0.48%	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

Paces Ferry Wealth Advisors's VYM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, buying an estimated $49.9K and bringing the position to 6,061 shares worth $958K. The position accounts for 0.35% of the portfolio, ranked #44.

Paces Ferry Wealth Advisors first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Paces Ferry Wealth Advisors held 6,061 shares of Vanguard High Dividend Yield ETF worth $958K as of Q2 2026.
Paces Ferry Wealth Advisors bought 319 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $49.9K.
Vanguard High Dividend Yield ETF made up 0.35% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.