Pinnacle Wealth Management Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.3M | Buy |
312,243
+5,338
| +2% | +$834K | 2.94% | 6 |
|
|
2026
Q1 | $45.5M | Buy |
306,905
+1,936
| +0.6% | +$291K | 3.11% | 4 |
|
|
2025
Q4 | $43.8M | Buy |
304,969
+3,545
| +1% | +$504K | 3.01% | 4 |
|
|
2025
Q3 | $42.5M | Buy |
301,424
+4,665
| +2% | +$641K | 3.19% | 5 |
|
|
2025
Q2 | $39.6M | Buy |
296,759
+4,596
| +2% | +$582K | 3.28% | 5 |
|
|
2025
Q1 | $37.7M | Sell |
292,163
-710
| -0.2% | -$92.9K | 3.51% | 3 |
|
|
2024
Q4 | $37.4M | Buy |
292,873
+9,837
| +3% | +$1.28M | 3.49% | 3 |
|
|
2024
Q3 | $36.3M | Buy |
283,036
+5,780
| +2% | +$714K | 3.47% | 3 |
|
|
2024
Q2 | $32.9M | Buy |
277,256
+4,897
| +2% | +$581K | 3.39% | 4 |
|
|
2024
Q1 | $33M | Buy |
272,359
+1,121
| +0.4% | +$128K | 3.54% | 4 |
|
|
2023
Q4 | $30.3M | Buy |
271,238
+4,383
| +2% | +$461K | 3.55% | 4 |
|
|
2023
Q3 | $27.6M | Buy |
266,855
+2,721
| +1% | +$292K | 3.57% | 4 |
|
|
2023
Q2 | $28M | Sell |
264,134
-289
| -0.1% | -$30.3K | 3.48% | 4 |
|
|
2023
Q1 | $27.9M | Buy |
264,423
+21,264
| +9% | +$2.29M | 3.77% | 2 |
|
|
2022
Q4 | $26.3M | Buy |
243,159
+12,258
| +5% | +$1.3M | 3.95% | 2 |
|
|
2022
Q3 | $21.9M | Buy |
230,901
+2,854
| +1% | +$297K | 3.64% | 2 |
|
|
2022
Q2 | $23.2M | Buy |
228,047
+31,222
| +16% | +$3.38M | 3.74% | 2 |
|
|
2022
Q1 | $22.1M | Buy |
196,825
+36,731
| +23% | +$4.1M | 3.18% | 6 |
|
|
2021
Q4 | $17.9M | Buy |
160,094
+15,876
| +11% | +$1.73M | 2.94% | 6 |
|
|
2021
Q3 | $14.9M | Buy |
144,218
+17,057
| +13% | +$1.8M | 3.49% | 4 |
|
|
2021
Q2 | $13.3M | Buy |
127,161
+10,505
| +9% | +$1.1M | 3.12% | 5 |
|
|
2021
Q1 | $11.8M | Buy |
116,656
+109
| +0.1% | +$10.5K | 3.31% | 5 |
|
|
2020
Q4 | $10.7M | Sell |
116,547
-4,902
| -4% | -$426K | 3.25% | 5 |
|
|
2020
Q3 | $9.83M | Buy |
121,449
+9,560
| +9% | +$783K | 3.42% | 4 |
|
|
2020
Q2 | $8.81M | Buy |
111,889
+7,413
| +7% | +$576K | 3.27% | 5 |
|
|
2020
Q1 | $7.39M | Sell |
104,476
-21,602
| -17% | -$1.86M | 3.59% | 4 |
|
|
2019
Q4 | $11.8M | Sell |
126,078
-1,513
| -1% | -$137K | 4.42% | 1 |
|
|
2019
Q3 | $11.3M | Sell |
127,591
-869
| -0.7% | -$76.1K | 4.74% | 1 |
|
|
2019
Q2 | $11.2M | Buy |
128,460
+11,850
| +10% | +$1.02M | 4.77% | 1 |
|
|
2019
Q1 | $9.99M | Sell |
116,610
-1,585
| -1% | -$132K | 4.51% | 1 |
|
|
2018
Q4 | $9.22M | Buy |
118,195
+16,418
| +16% | +$1.37M | 5% | 1 |
|
|
2018
Q3 | $8.86M | Buy |
101,777
+10,190
| +11% | +$882K | 4.38% | 3 |
|
|
2018
Q2 | $7.61M | Sell |
91,587
-2,442
| -3% | -$204K | 4.09% | 3 |
|
|
2018
Q1 | $7.76M | Buy |
94,029
+5,181
| +6% | +$445K | 4.39% | 3 |
|
|
2017
Q4 | $7.61M | Buy |
88,848
+683
| +0.8% | +$57.1K | 4.2% | 3 |
|
|
2017
Q3 | $7.15M | Sell |
88,165
-6,217
| -7% | -$493K | 4.16% | 3 |
|
|
2017
Q2 | $7.38M | Sell |
94,382
-1,396
| -1% | -$109K | 4.56% | 1 |
|
|
2017
Q1 | $7.44M | Buy |
95,778
+1,070
| +1% | +$82.6K | 5.14% | 1 |
|
|
2016
Q4 | $7.18M | Sell |
94,708
-111
| -0.1% | -$8.15K | 5.15% | 1 |
|
|
2016
Q3 | $6.84M | Buy |
94,819
+6,025
| +7% | +$438K | 5.18% | 1 |
|
|
2016
Q2 | $6.34M | Buy |
88,794
+11,961
| +16% | +$836K | 5.03% | 2 |
|
|
2016
Q1 | $5.3M | Buy |
76,833
+19,390
| +34% | +$1.27M | 4.71% | 2 |
|
|
2015
Q4 | $3.83M | Buy |
57,443
+1,889
| +3% | +$127K | 3.5% | 5 |
|
|
2015
Q3 | $3.48M | Sell |
55,554
-19,566
| -26% | -$1.29M | 3.36% | 6 |
|
|
2015
Q2 | $5.06M | Buy |
75,120
+21,290
| +40% | +$1.48M | 4.68% | 3 |
|
|
2015
Q1 | $3.68M | Sell |
53,830
-670
| -1% | -$46K | 3.3% | 6 |
|
|
2014
Q4 | $3.75M | Buy |
+54,500
| New | +$3.7M | 3.49% | 5 |
|
Other funds holding VYM
Pinnacle Wealth Management Advisory Group's VYM Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $834K and bringing the position to 312,243 shares worth $49.3M. The position accounts for 2.94% of the portfolio, ranked #6.
Pinnacle Wealth Management Advisory Group first reported a position in VYM in Q4 2014 and has held it in 47 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 312,243 shares of Vanguard High Dividend Yield ETF worth $49.3M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group bought 5,338 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $834K.
- Vanguard High Dividend Yield ETF made up 2.94% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #6 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 47 quarters since.
- 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.