Panoramic Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Panoramic Investment 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	$3.71M	Buy	23,474 +53	+0.2%	+$8.28K	1.77%	11
2026 Q1	$3.47M	Buy	23,421 +263	+1%	+$39.5K	1.88%	10
2025 Q4	$3.32M	Buy	23,158 +392	+2%	+$55.8K	1.81%	11
2025 Q3	$3.21M	Buy	22,766 +318	+1%	+$43.7K	1.8%	14
2025 Q2	$2.99M	Buy	22,448 +67	+0.3%	+$8.49K	1.84%	14
2025 Q1	$2.89M	Buy	22,381 +295	+1%	+$38.6K	1.95%	11
2024 Q4	$2.82M	Buy	22,086 +33	+0.1%	+$4.3K	1.84%	15
2024 Q3	$2.83M	Buy	+22,053	New	+$2.72M	1.95%	12
2024 Q1	$2.62M	Buy	21,695 +517	+2%	+$59.2K	1.93%	13
2023 Q4	$2.36M	Buy	21,178 +79	+0.4%	+$8.3K	2.04%	11
2023 Q3	$2.18M	Buy	+21,099	New	+$2.26M	2%	13
2022 Q4	$2.14M	Buy	+19,768	New	+$2.1M	2.19%	12

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

Panoramic Investment Advisors's VYM Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.23% in Q2 2026, buying an estimated $8.28K and bringing the position to 23,474 shares worth $3.71M. The position accounts for 1.77% of the portfolio, ranked #11.

Panoramic Investment Advisors first reported a position in VYM in Q4 2022 and has held it in 12 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Panoramic Investment Advisors held 23,474 shares of Vanguard High Dividend Yield ETF worth $3.71M as of Q2 2026.
Panoramic Investment Advisors bought 53 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.28K.
Vanguard High Dividend Yield ETF made up 1.77% of Panoramic Investment Advisors's portfolio in Q2 2026, its #11 holding.
Panoramic Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 12 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.