PFG Private Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

PFG Private Wealth Management’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	$13M	Sell	81,983 -10,222	-11%	-$1.6M	5.61%	4
2026 Q1	$13.7M	Buy	92,205 +24,808	+37%	+$3.73M	5.79%	6
2025 Q4	$9.67M	Buy	67,397 +40,910	+154%	+$5.82M	4.23%	9
2025 Q3	$3.73M	Sell	26,487 -33,111	-56%	-$4.55M	1.66%	19
2025 Q2	$7.95M	Buy	59,598 +1,986	+3%	+$252K	4.09%	9
2025 Q1	$7.43M	Buy	57,612 +17,426	+43%	+$2.28M	4.02%	10
2024 Q4	$5.13M	Sell	40,186 -30,931	-43%	-$4.03M	2.92%	13
2024 Q3	$9.12M	Sell	71,117 -31,703	-31%	-$3.91M	5.29%	4
2024 Q2	$12.2M	Buy	102,820 +4,798	+5%	+$569K	7.39%	3
2024 Q1	$11.9M	Buy	98,022 +98,012	+980,120%	+$11.2M	7.46%	3
2023 Q4	$1.12K	Hold	10	–	–	﹤0.01%	204
2023 Q3	$1.03K	Hold	10	–	–	﹤0.01%	254
2023 Q2	$1.06K	Hold	10	–	–	﹤0.01%	264
2023 Q1	$1.05K	Hold	10	–	–	﹤0.01%	265
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	336
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	334
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	306
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	289
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	302
2021 Q3	$1K	Buy	+10	New	+$1.06K	﹤0.01%	303

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

PFG Private Wealth Management's VYM Position: Q2 2026 in Review

PFG Private Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $1.6M and leaving 81,983 shares worth $13M. The position accounts for 5.61% of the portfolio, ranked #4.

PFG Private Wealth Management first reported a position in VYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.7M in Q1 2026. 996 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

PFG Private Wealth Management held 81,983 shares of Vanguard High Dividend Yield ETF worth $13M as of Q2 2026.
PFG Private Wealth Management sold 10,222 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.6M.
Vanguard High Dividend Yield ETF made up 5.61% of PFG Private Wealth Management's portfolio in Q2 2026, its #4 holding.
PFG Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 20 quarters since.
PFG Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $13.7M in Q1 2026.
996 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.