RIA Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RIA Advisory Group’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	$334K	Sell	2,116 -6	-0.3%	-$938	0.07%	112
2026 Q1	$314K	Buy	2,122 +14	+0.7%	+$2.1K	0.07%	114
2025 Q4	$303K	Buy	2,108 +6	+0.3%	+$853	0.07%	112
2025 Q3	$296K	Buy	2,102 +5	+0.2%	+$687	0.08%	112
2025 Q2	$279K	Buy	2,097 +6	+0.3%	+$760	0.08%	102
2025 Q1	$270K	Sell	2,091 -35	-2%	-$4.58K	0.09%	114
2024 Q4	$271K	Sell	2,126 -76	-3%	-$9.91K	0.09%	114
2024 Q3	$282K	Buy	+2,202	New	+$272K	0.1%	102
2024 Q1	$264K	Buy	+2,184	New	+$250K	0.11%	115
2023 Q4	–	Sell	-2,161	Closed	-$223K	–	197
2023 Q3	$223K	Sell	2,161 -233	-10%	-$25K	0.1%	103
2023 Q2	$254K	Buy	2,394 +1	+0%	+$105	0.11%	96
2023 Q1	$252K	Buy	+2,393	New	+$257K	0.12%	93

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIA Advisory Group's VYM Position: Q2 2026 in Review

RIA Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q2 2026, selling an estimated $938 and leaving 2,116 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #112.

RIA Advisory Group first reported a position in VYM in Q1 2023 and has held it in 12 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

RIA Advisory Group held 2,116 shares of Vanguard High Dividend Yield ETF worth $334K as of Q2 2026.
RIA Advisory Group sold 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
Vanguard High Dividend Yield ETF made up 0.07% of RIA Advisory Group's portfolio in Q2 2026, its #112 holding.
RIA Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 12 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.