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

Rollins Financial 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	$18.4M	Buy	116,160 +8,358	+8%	+$1.31M	2.42%	10
2026 Q1	$16M	Buy	107,802 +7,874	+8%	+$1.18M	2.52%	10
2025 Q4	$14.3M	Buy	99,928 +19,131	+24%	+$2.72M	2.1%	13
2025 Q3	$11.4M	Buy	80,797 +6,200	+8%	+$852K	1.72%	15
2025 Q2	$9.94M	Buy	74,597 +2,001	+3%	+$254K	1.59%	15
2025 Q1	$9.36M	Buy	72,596 +1,287	+2%	+$168K	1.63%	15
2024 Q4	$9.1M	Buy	71,309 +4,063	+6%	+$530K	1.42%	15
2024 Q3	$8.62M	Buy	67,246 +7,575	+13%	+$935K	1.43%	14
2024 Q2	$7.08M	Buy	59,671 +3,876	+7%	+$460K	1.22%	18
2024 Q1	$6.75M	Buy	55,795 +25,271	+83%	+$2.9M	1.27%	17
2023 Q4	$3.41M	Buy	+30,524	New	+$3.21M	0.71%	24

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

Rollins Financial Advisors's VYM Position: Q2 2026 in Review

Rollins Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.8% in Q2 2026, buying an estimated $1.31M and bringing the position to 116,160 shares worth $18.4M. The position accounts for 2.42% of the portfolio, ranked #10.

Rollins Financial Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Rollins Financial Advisors held 116,160 shares of Vanguard High Dividend Yield ETF worth $18.4M as of Q2 2026.
Rollins Financial Advisors bought 8,358 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.31M.
Vanguard High Dividend Yield ETF made up 2.42% of Rollins Financial Advisors's portfolio in Q2 2026, its #10 holding.
Rollins Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.