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

Perennial 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 		$1.04M Buy
6,574
+2,136
+48% +$334K 0.07% 211
2026
Q1 		$657K Buy
4,438
+2,284
+106% +$343K 0.05% 251
2025
Q4 		$309K Buy
+2,154
New +$306K 0.02% 369
2024
Q2 		– Sell
-1,713
Closed -$207K – 400
2024
Q1 		$207K Buy
+1,713
New +$196K 0.03% 318
2023
Q1 		– Sell
-1,890
Closed -$205K – 377
2022
Q4 		$205K Buy
+1,890
New +$201K 0.08% 201
2022
Q3 		– Sell
-2,035
Closed -$209K – 231
2022
Q2 		$209K Buy
2,035
+2
+0.1% +$217 0.08% 181
2022
Q1 		$228K Buy
+2,033
New +$227K 0.07% 190

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Perennial Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 48% in Q2 2026, buying an estimated $334K and bringing the position to 6,574 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #211.

Perennial Investment Advisors first reported a position in VYM in Q1 2022 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Perennial Investment Advisors held 6,574 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q2 2026.
  • Perennial Investment Advisors bought 2,136 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $334K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Perennial Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 7 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.