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

Rockingstone 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 		$2.68M Buy
16,977
+170
+1% +$26.6K 1.08% 35
2026
Q1 		$2.49M Buy
16,807
+255
+2% +$38.3K 1.14% 40
2025
Q4 		$2.38M Buy
16,552
+1,342
+9% +$191K 1.08% 38
2025
Q3 		$2.14M Sell
15,210
-190
-1% -$26.1K 1.06% 39
2025
Q2 		$2.05M Buy
15,400
+30
+0.2% +$3.8K 1.08% 40
2025
Q1 		$1.98M Sell
15,370
-690
-4% -$90.3K 0.89% 44
2024
Q4 		$2.05M Buy
16,060
+100
+0.6% +$13K 0.91% 41
2024
Q3 		$2.05M Sell
15,960
-3,441
-18% -$425K 1% 35
2024
Q2 		$2.3M Sell
19,401
-45
-0.2% -$5.34K 1.18% 30
2024
Q1 		$2.35M Sell
19,446
-320
-2% -$36.7K 1.21% 32
2023
Q4 		$2.21M Buy
19,766
+1,712
+9% +$180K 1.24% 29
2023
Q3 		$1.87M Buy
18,054
+315
+2% +$33.8K 1.03% 36
2023
Q2 		$1.88M Sell
17,739
-105
-0.6% -$11K 1.06% 36
2023
Q1 		$1.88M Buy
17,844
+645
+4% +$69.4K 1.15% 34
2022
Q4 		$1.86M Buy
+17,199
New +$1.83M 1.39% 28

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

Rockingstone Advisors's VYM Position: Q2 2026 in Review

Rockingstone Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q2 2026, buying an estimated $26.6K and bringing the position to 16,977 shares worth $2.68M. The position accounts for 1.08% of the portfolio, ranked #35.

Rockingstone Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Rockingstone Advisors held 16,977 shares of Vanguard High Dividend Yield ETF worth $2.68M as of Q2 2026.
  • Rockingstone Advisors bought 170 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.6K.
  • Vanguard High Dividend Yield ETF made up 1.08% of Rockingstone Advisors's portfolio in Q2 2026, its #35 holding.
  • Rockingstone Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.