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Regal Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Regal Investment 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
Q1 		$3.13M Buy
21,117
+5,745
+37% +$864K 0.18% 140
2025
Q4 		$2.21M Buy
15,372
+1,078
+8% +$153K 0.13% 178
2025
Q3 		$2.01M Buy
14,294
+160
+1% +$22K 0.13% 176
2025
Q2 		$1.88M Sell
14,134
-1,094
-7% -$139K 0.14% 160
2025
Q1 		$1.96M Sell
15,228
-635
-4% -$83.1K 0.16% 151
2024
Q4 		$2.02M Sell
15,863
-59
-0.4% -$7.69K 0.15% 159
2024
Q3 		$2.04M Sell
15,922
-1,054
-6% -$130K 0.14% 170
2024
Q2 		$2.01M Sell
16,976
-1,258
-7% -$149K 0.13% 171
2024
Q1 		$2.21M Buy
18,234
+1,747
+11% +$200K 0.15% 160
2023
Q4 		$1.84M Sell
16,487
-2,660
-14% -$279K 0.14% 166
2023
Q3 		$1.98M Sell
19,147
-1,269
-6% -$136K 0.17% 150
2023
Q2 		$2.17M Sell
20,416
-72,597
-78% -$7.61M 0.18% 135
2023
Q1 		$9.81M Buy
93,013
+385
+0.4% +$41.4K 0.87% 23
2022
Q4 		$10M Sell
92,628
-1,151
-1% -$122K 0.97% 25
2022
Q3 		$8.9M Sell
93,779
-21,075
-18% -$2.19M 0.94% 25
2022
Q2 		$11.7M Buy
114,854
+2,139
+2% +$232K 1.22% 15
2022
Q1 		$12.7M Buy
112,715
+43,757
+63% +$4.88M 1.16% 14
2021
Q4 		$7.73M Buy
68,958
+18,499
+37% +$2.01M 0.68% 31
2021
Q3 		$5.21M Buy
50,459
+10,788
+27% +$1.14M 0.51% 49
2021
Q2 		$4.16M Buy
+39,671
New +$4.17M 0.42% 64
2021
Q1 		– Sell
-39,912
Closed -$3.65M – 431
2020
Q4 		$3.65M Buy
+39,912
New +$3.47M 0.41% 63
2020
Q3 		– Sell
-26,686
Closed -$2.1M – 301
2020
Q2 		$2.1M Buy
+26,686
New +$2.07M 0.39% 71
2020
Q1 		– Sell
-21,177
Closed -$1.99M – 312
2019
Q4 		$1.99M Sell
21,177
-1,997
-9% -$181K 0.36% 91
2019
Q3 		$2.06M Sell
23,174
-2,237
-9% -$196K 0.4% 85
2019
Q2 		$2.22M Buy
25,411
+13,333
+110% +$1.15M 0.43% 75
2019
Q1 		$1.03M Buy
12,078
+2,095
+21% +$175K 0.21% 128
2018
Q4 		$779K Buy
9,983
+6,440
+182% +$537K 0.17% 143
2018
Q3 		$309K Sell
3,543
-2,772
-44% -$240K 0.07% 237
2018
Q2 		$524K Sell
6,315
-2,418
-28% -$202K 0.16% 157
2018
Q1 		$720K Sell
8,733
-16,952
-66% -$1.46M 0.16% 146
2017
Q4 		$2.2M Sell
25,685
-3,346
-12% -$280K 0.49% 68
2017
Q3 		$2.35M Buy
29,031
+19,940
+219% +$1.58M 0.55% 56
2017
Q2 		$711K Sell
9,091
-420
-4% -$32.7K 0.18% 138
2017
Q1 		$738K Buy
9,511
+261
+3% +$20.1K 0.19% 133
2016
Q4 		$701K Buy
9,250
+303
+3% +$22.2K 0.19% 133
2016
Q3 		$645K Sell
8,947
-16,604
-65% -$1.21M 0.18% 139
2016
Q2 		$1.83M Sell
25,551
-12,834
-33% -$897K 0.5% 77
2016
Q1 		$2.65M Buy
38,385
+31,205
+435% +$2.04M 0.72% 56
2015
Q4 		$479K Buy
7,180
+81
+1% +$5.43K 0.12% 157
2015
Q3 		$444K Sell
7,099
-898
-11% -$59.1K 0.12% 158
2015
Q2 		$538K Sell
7,997
-22,031
-73% -$1.53M 0.15% 148
2015
Q1 		$2.05M Sell
30,028
-51,956
-63% -$3.57M 0.51% 73
2014
Q4 		$5.64M Buy
81,984
+1,670
+2% +$113K 1.51% 8
2014
Q3 		$5.33M Buy
80,314
+28,714
+56% +$1.92M 1.61% 7
2014
Q2 		$3.42M Buy
51,600
+49,405
+2,251% +$3.19M 1.22% 8
2014
Q1 		$139K Buy
2,195
+199
+10% +$12.2K 0.06% 226
2013
Q4 		$124K Sell
1,996
-1,384
-41% -$83.6K 0.07% 188
2013
Q3 		$194K Sell
3,380
-9,403
-74% -$546K 0.11% 166
2013
Q2 		$721K Buy
+12,783
New +$723K 0.4% 84

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's VYM Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q1 2026, buying an estimated $864K and bringing the position to 21,117 shares worth $3.13M. The position accounts for 0.18% of the portfolio, ranked #140.

Regal Investment Advisors first reported a position in VYM in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.7M in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Regal Investment Advisors held 21,117 shares of Vanguard High Dividend Yield ETF worth $3.13M as of Q1 2026.
  • Regal Investment Advisors bought 5,745 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $864K.
  • Vanguard High Dividend Yield ETF made up 0.18% of Regal Investment Advisors's portfolio in Q1 2026, its #140 holding.
  • Regal Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $12.7M in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.