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Prospera Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prospera Financial 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 		$5.34M Buy
33,706
+1,084
+3% +$169K 0.08% 272
2026
Q1 		$4.84M Sell
32,622
-430
-1% -$64.7K 0.08% 266
2025
Q4 		$4.75M Buy
33,052
+828
+3% +$118K 0.08% 253
2025
Q3 		$4.55M Sell
32,224
-186
-0.6% -$25.6K 0.08% 270
2025
Q2 		$4.33M Sell
32,410
-1,801
-5% -$228K 0.08% 258
2025
Q1 		$4.42M Buy
34,211
+427
+1% +$55.9K 0.1% 216
2024
Q4 		$4.32M Buy
33,784
+3,148
+10% +$410K 0.1% 219
2024
Q3 		$3.94M Buy
30,636
+302
+1% +$37.3K 0.1% 220
2024
Q2 		$3.6M Buy
30,334
+2,648
+10% +$314K 0.1% 220
2024
Q1 		$3.36M Buy
27,686
+315
+1% +$36.1K 0.1% 227
2023
Q4 		$3.06M Sell
27,371
-562
-2% -$59.1K 0.1% 231
2023
Q3 		$2.89M Sell
27,933
-430
-2% -$46.1K 0.11% 205
2023
Q2 		$3.01M Buy
28,363
+792
+3% +$83.1K 0.12% 202
2023
Q1 		$2.92M Sell
27,571
-829
-3% -$89.2K 0.12% 206
2022
Q4 		$3.07M Buy
28,400
+715
+3% +$76.1K 0.15% 158
2022
Q3 		$2.63M Buy
27,685
+4,988
+22% +$519K 0.14% 188
2022
Q2 		$2.31M Sell
22,697
-2,227
-9% -$241K 0.12% 217
2022
Q1 		$2.8M Buy
24,924
+4,264
+21% +$476K 0.12% 216
2021
Q4 		$2.32M Buy
20,660
+414
+2% +$45K 0.1% 238
2021
Q3 		$2.1M Sell
20,246
-453
-2% -$47.9K 0.1% 234
2021
Q2 		$2.17M Buy
20,699
+1,129
+6% +$119K 0.11% 233
2021
Q1 		$1.98M Buy
19,570
+1,200
+7% +$116K 0.12% 221
2020
Q4 		$1.69M Buy
18,370
+17,652
+2,458% +$1.53M 0.12% 216
2020
Q3 		$58K Sell
718
-18,226
-96% -$1.49M 0.02% 569
2020
Q2 		$1.49M Sell
18,944
-755
-4% -$58.7K 0.13% 195
2020
Q1 		$1.39M Sell
19,699
-18,135
-48% -$1.56M 0.15% 166
2019
Q4 		$3.54M Buy
37,834
+17,240
+84% +$1.56M 0.27% 78
2019
Q3 		$1.83M Sell
20,594
-1,304
-6% -$114K 0.19% 111
2019
Q2 		$1.91M Buy
+21,898
New +$1.89M 0.21% 96
2019
Q1 		– Sell
-20,753
Closed -$1.62M – 446
2018
Q4 		$1.62M Buy
20,753
+633
+3% +$52.8K 0.33% 71
2018
Q3 		$1.68M Buy
20,120
+600
+3% +$51.9K 0.31% 75
2018
Q2 		$1.62M Buy
19,520
+1,501
+8% +$126K 0.22% 99
2018
Q1 		$1.49M Buy
18,019
+1,489
+9% +$128K 0.21% 104
2017
Q4 		$1.42M Buy
16,530
+7,312
+79% +$611K 0.22% 102
2017
Q3 		$748K Sell
9,218
-474
-5% -$37.6K 0.11% 167
2017
Q2 		$757K Buy
9,692
+990
+11% +$77.1K 0.12% 164
2017
Q1 		$675K Sell
8,702
-87
-1% -$6.71K 0.12% 148
2016
Q4 		$666K Buy
8,789
+446
+5% +$32.7K 0.13% 147
2016
Q3 		$602K Sell
8,343
-764
-8% -$55.5K 0.12% 156
2016
Q2 		$651K Sell
9,107
-494
-5% -$34.5K 0.13% 134
2016
Q1 		$663K Sell
9,601
-76
-0.8% -$4.98K 0.15% 116
2015
Q4 		$646K Buy
9,677
+8
+0.1% +$537 0.14% 104
2015
Q3 		$606K Sell
9,669
-1,451
-13% -$95.5K 0.15% 93
2015
Q2 		$749K Sell
11,120
-994
-8% -$69K 0.18% 96
2015
Q1 		$827K Buy
12,114
+380
+3% +$26.1K 0.18% 77
2014
Q4 		$807K Sell
11,734
-440
-4% -$29.9K 0.2% 79
2014
Q3 		$808K Buy
12,174
+234
+2% +$15.6K 0.22% 71
2014
Q2 		$792K Sell
11,940
-89
-0.7% -$5.75K 0.21% 76
2014
Q1 		$759K Buy
12,029
+1,569
+15% +$96.4K 0.24% 59
2013
Q4 		$652K Buy
10,460
+3,680
+54% +$222K 0.22% 74
2013
Q3 		$392K Buy
6,780
+3,229
+91% +$188K 0.15% 129
2013
Q2 		$201K Buy
+3,551
New +$201K 0.09% 207

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

Prospera Financial Services's VYM Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q2 2026, buying an estimated $169K and bringing the position to 33,706 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #272.

Prospera Financial Services first reported a position in VYM in Q2 2013 and has held it in 52 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Prospera Financial Services held 33,706 shares of Vanguard High Dividend Yield ETF worth $5.34M as of Q2 2026.
  • Prospera Financial Services bought 1,084 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $169K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #272 holding.
  • Prospera Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.