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

Richwood 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 Q2	$711K	Sell	4,498 -599	-12%	-$93.6K	0.5%	45
2026 Q1	$755K	Hold	5,097	–	–	0.58%	42
2025 Q4	$793K	Sell	5,097 -500	-9%	-$71.1K	0.57%	41
2025 Q3	$789K	Sell	5,597 -1	-0%	-$137	0.62%	35
2025 Q2	$746K	Hold	5,598	–	–	0.61%	37
2025 Q1	$722K	Sell	5,598 -50	-0.9%	-$6.54K	0.61%	41
2024 Q4	$721K	Sell	5,648 -9	-0.2%	-$1.17K	0.6%	38
2024 Q3	$725K	Sell	5,657 -291	-5%	-$35.9K	0.6%	40
2024 Q2	$705K	Sell	5,948 -992	-14%	-$118K	0.62%	40
2024 Q1	$840K	Sell	6,940 -138	-2%	-$15.8K	0.75%	29
2023 Q4	$790K	Sell	7,078 -340	-5%	-$35.7K	0.74%	31
2023 Q3	$766K	Sell	7,418 -53	-0.7%	-$5.69K	0.78%	31
2023 Q2	$792K	Buy	7,471 +36	+0.5%	+$3.78K	0.77%	32
2023 Q1	$784K	Hold	7,435	–	–	0.78%	33
2022 Q4	$805K	Hold	7,435	–	–	0.81%	30
2022 Q3	$705K	Hold	7,435	–	–	0.77%	31
2022 Q2	$756K	Sell	7,435 -100	-1%	-$10.8K	0.76%	34
2022 Q1	$846K	Hold	7,535	–	–	0.76%	32
2021 Q4	$845K	Buy	+7,535	New	+$820K	0.74%	33

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

Richwood Investment Advisors's VYM Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $93.6K and leaving 4,498 shares worth $711K. The position accounts for 0.5% of the portfolio, ranked #45.

Richwood Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $846K in Q1 2022. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Richwood Investment Advisors held 4,498 shares of Vanguard High Dividend Yield ETF worth $711K as of Q2 2026.
Richwood Investment Advisors sold 599 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $93.6K.
Vanguard High Dividend Yield ETF made up 0.5% of Richwood Investment Advisors's portfolio in Q2 2026, its #45 holding.
Richwood Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $846K in Q1 2022.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.