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

Pacific Excel 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	$586K	Buy	+3,708	New	+$580K	0.23%	85

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

Pacific Excel Wealth Advisors's VYM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 3,708 shares worth $586K. The stake represents 0.23% of the portfolio and ranks #85 among its holdings.

2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Pacific Excel Wealth Advisors held 3,708 shares of Vanguard High Dividend Yield ETF worth $586K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.23% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #85 holding.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.