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Patriot Financial Group Insurance Agency’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.79M Sell
23,955
-22,477
-48% -$3.51M 0.39% 65
2026
Q1 		$6.88M Buy
46,432
+26,478
+133% +$3.98M 0.39% 66
2025
Q4 		$2.86M Buy
19,954
+5,106
+34% +$726K 0.34% 77
2025
Q3 		$2.09M Buy
14,848
+10,494
+241% +$1.44M 0.27% 104
2025
Q2 		$580K Sell
4,354
-537
-11% -$68K 0.07% 289
2025
Q1 		$631K Sell
4,891
-986
-17% -$129K 0.08% 250
2024
Q4 		$750K Sell
5,877
-157
-3% -$20.5K 0.1% 219
2024
Q3 		$774K Sell
6,034
-178
-3% -$22K 0.1% 212
2024
Q2 		$737K Buy
6,212
+29
+0.5% +$3.44K 0.11% 203
2024
Q1 		$748K Buy
6,183
+673
+12% +$77.1K 0.12% 193
2023
Q4 		$615K Buy
5,510
+78
+1% +$8.2K 0.12% 209
2023
Q3 		$561K Sell
5,432
-4,948
-48% -$531K 0.12% 211
2023
Q2 		$1.1M Sell
10,380
-1,331
-11% -$140K 0.21% 114
2023
Q1 		$1.24M Buy
11,711
+802
+7% +$86.3K 0.25% 96
2022
Q4 		$1.18M Buy
10,909
+1,664
+18% +$177K 0.16% 84
2022
Q3 		$877K Buy
9,245
+1,091
+13% +$113K 0.21% 120
2022
Q2 		$829K Buy
8,154
+3,333
+69% +$361K 0.17% 135
2022
Q1 		$541K Buy
4,821
+1,879
+64% +$210K 0.1% 222
2021
Q4 		$330K Sell
2,942
-527
-15% -$57.3K 0.05% 330
2021
Q3 		$359K Buy
3,469
+357
+11% +$37.7K 0.06% 301
2021
Q2 		$326K Buy
3,112
+65
+2% +$6.83K 0.06% 319
2021
Q1 		$308K Sell
3,047
-1,025
-25% -$98.9K 0.07% 284
2020
Q4 		$373K Sell
4,072
-2,390
-37% -$208K 0.09% 223
2020
Q3 		$523K Sell
6,462
-98
-1% -$8.03K 0.17% 125
2020
Q2 		$517K Buy
6,560
+1,090
+20% +$84.7K 0.2% 115
2020
Q1 		$387K Buy
5,470
+2,599
+91% +$223K 0.18% 121
2019
Q4 		$269K Sell
2,871
-208
-7% -$18.9K 0.1% 182
2019
Q3 		$273K Hold
3,079
– – 0.12% 155
2019
Q2 		$271K Buy
3,079
+275
+10% +$23.8K 0.12% 150
2019
Q1 		$240K Buy
2,804
+1,468
+110% +$123K 0.12% 143
2018
Q4 		$104K Buy
1,336
+696
+109% +$58.1K 0.07% 207
2018
Q3 		$56K Buy
+640
New +$55.4K 0.03% 285
2018
Q2 		– Sell
-544
Closed -$44K – 920
2018
Q1 		$44K Sell
544
-26
-5% -$2.23K 0.03% 336
2017
Q4 		$50K Buy
570
+49
+9% +$4.1K 0.04% 301
2017
Q3 		$43K Buy
521
+4
+0.8% +$317 0.04% 281
2017
Q2 		$40K Buy
517
+4
+0.8% +$312 0.04% 279
2017
Q1 		$40K Buy
513
+4
+0.8% +$309 0.04% 250
2016
Q4 		$39K Buy
+509
New +$37.4K 0.05% 258

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VYM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard High Dividend Yield ETF (VYM) stake by 48% in Q2 2026, selling an estimated $3.51M and leaving 23,955 shares worth $3.79M. The position accounts for 0.39% of the portfolio, ranked #65.

Patriot Financial Group Insurance Agency first reported a position in VYM in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.88M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 23,955 shares of Vanguard High Dividend Yield ETF worth $3.79M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 22,477 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.51M.
  • Vanguard High Dividend Yield ETF made up 0.39% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #65 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard High Dividend Yield ETF position peaked at $6.88M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.