QWM
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Quaker Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quaker 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 		$28.3M Buy
179,131
+1,038
+0.6% +$162K 8.24% 3
2026
Q1 		$26.4M Buy
178,093
+7,456
+4% +$1.12M 8.24% 3
2025
Q4 		$24.5M Buy
170,637
+3,857
+2% +$549K 7.76% 3
2025
Q3 		$23.5M Sell
166,780
-527
-0.3% -$72.4K 7.65% 3
2025
Q2 		$22.3M Buy
+167,307
New +$21.2M 7.47% 3
2024
Q3 		$8.05M Buy
+62,803
New +$7.75M 2.95% 12
2024
Q1 		$14.1M Sell
116,186
-10,904
-9% -$1.25M 5.69% 5
2023
Q4 		$14.2M Sell
127,090
-1,652
-1% -$174K 6.39% 6
2023
Q3 		$13.3M Sell
128,742
-10,117
-7% -$1.09M 6.48% 6
2023
Q2 		$14.7M Sell
138,859
-2,948
-2% -$309K 6.65% 6
2023
Q1 		$15M Buy
141,807
+30,683
+28% +$3.3M 6.98% 6
2022
Q4 		$12M Sell
111,124
-38,932
-26% -$4.14M 6.1% 7
2022
Q3 		$14.2M Sell
150,056
-4,395
-3% -$457K 7.45% 5
2022
Q2 		$15.7M Buy
154,451
+104
+0.1% +$11.3K 7.93% 5
2022
Q1 		$17.3M Buy
154,347
+7,703
+5% +$859K 7.52% 6
2021
Q4 		$16.4M Buy
+146,644
New +$16M 6.99% 6
2021
Q1 		$12.8M Buy
127,062
+64,774
+104% +$6.25M 5.96% 8
2020
Q4 		$5.7M Sell
62,288
-74,872
-55% -$6.5M 2.99% 11
2020
Q3 		$11.1M Buy
137,160
+8,511
+7% +$697K 5.96% 7
2020
Q2 		$10.1M Sell
128,649
-8,480
-6% -$659K 6.05% 7
2020
Q1 		$9.7M Buy
137,129
+9,458
+7% +$813K 6.89% 6
2019
Q4 		$12M Buy
+127,671
New +$11.6M 7.11% 6

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

Quaker Wealth Management's VYM Position: Q2 2026 in Review

Quaker Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q2 2026, buying an estimated $162K and bringing the position to 179,131 shares worth $28.3M. The position accounts for 8.24% of the portfolio, ranked #3.

Quaker Wealth Management first reported a position in VYM in Q4 2019 and has held it in 22 quarters since. 1,092 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Quaker Wealth Management held 179,131 shares of Vanguard High Dividend Yield ETF worth $28.3M as of Q2 2026.
  • Quaker Wealth Management bought 1,038 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $162K.
  • Vanguard High Dividend Yield ETF made up 8.24% of Quaker Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Quaker Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.