PWA
VYM icon

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

Physician 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 		$71.1K Hold
450
– – 0.01% 372
2026
Q1 		$66.6K Hold
450
– – 0.01% 343
2025
Q4 		$64.6K Hold
450
– – 0.01% 340
2025
Q3 		$63.4K Buy
+450
New +$61.8K 0.01% 332

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Physician Wealth Advisors's VYM Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 450 shares worth $71.1K. The position accounts for 0.01% of the portfolio, ranked #372.

Physician Wealth Advisors first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Physician Wealth Advisors held 450 shares of Vanguard High Dividend Yield ETF worth $71.1K as of Q2 2026.
  • Physician Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Physician Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.