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

Rockwood 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	$556K	Buy	3,519 +2,067	+142%	+$323K	0.04%	73
2026 Q1	$215K	Hold	1,452	–	–	0.02%	110
2025 Q4	$208K	Hold	1,452	–	–	0.02%	110
2025 Q3	$205K	Buy	+1,452	New	+$200K	0.02%	103
2024 Q1	–	Sell	-2,215	Closed	-$247K	–	86
2023 Q4	$247K	Buy	+2,215	New	+$233K	0.04%	67

Other funds holding VYM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Rockwood Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 142% in Q2 2026, buying an estimated $323K and bringing the position to 3,519 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #73.

Rockwood Wealth Management first reported a position in VYM in Q4 2023 and has held it in 5 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Rockwood Wealth Management held 3,519 shares of Vanguard High Dividend Yield ETF worth $556K as of Q2 2026.
Rockwood Wealth Management bought 2,067 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $323K.
Vanguard High Dividend Yield ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #73 holding.
Rockwood Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 5 quarters since.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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