PCS
VYM icon

Private Client Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Client Services’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 		$667K Buy
4,222
+98
+2% +$15.3K 0.17% 110
2026
Q1 		$611K Buy
4,124
+11
+0.3% +$1.65K 0.18% 100
2025
Q4 		$590K Buy
4,113
+178
+5% +$25.3K 0.18% 90
2025
Q3 		$555K Sell
3,935
-309
-7% -$42.5K 0.19% 98
2025
Q2 		$566K Buy
4,244
+349
+9% +$44.2K 0.22% 94
2025
Q1 		$502K Sell
3,895
-126
-3% -$16.5K 0.25% 84
2024
Q4 		$513K Sell
4,021
-10
-0.2% -$1.3K 0.28% 81
2024
Q3 		$517K Buy
4,031
+107
+3% +$13.2K 0.28% 74
2024
Q2 		$465K Sell
3,924
-314
-7% -$37.2K 0.29% 77
2024
Q1 		$513K Sell
4,238
-351
-8% -$40.2K 0.34% 66
2023
Q4 		$512K Buy
+4,589
New +$482K 0.42% 76

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

Private Client Services's VYM Position: Q2 2026 in Review

Private Client Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,222 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #110.

Private Client Services first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Private Client Services held 4,222 shares of Vanguard High Dividend Yield ETF worth $667K as of Q2 2026.
  • Private Client Services bought 98 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Private Client Services's portfolio in Q2 2026, its #110 holding.
  • Private Client Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.