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

Rooted Wealth 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	$7.28M	Sell	46,082 -312	-0.7%	-$48.8K	1.78%	13
2026 Q1	$7.19M	Sell	46,394 -473	-1%	-$71.1K	1.9%	13
2025 Q4	$7.16M	Sell	46,867 -5,154	-10%	-$733K	2.01%	12
2025 Q3	$7.36M	Sell	52,021 -3,223	-6%	-$443K	2.25%	13
2025 Q2	$7.45M	Buy	55,244 +2,062	+4%	+$261K	2.58%	12
2025 Q1	$6.22M	Sell	53,182 -2,469	-4%	-$323K	2.68%	12
2024 Q4	$7.11M	Buy	55,651 +2,812	+5%	+$367K	2.78%	12
2024 Q3	$6.75M	Buy	52,839 +5,752	+12%	+$710K	3.01%	10
2024 Q2	$5.81M	Buy	47,087 +2,545	+6%	+$302K	2.56%	12
2024 Q1	$5.35M	Buy	44,542 +130	+0.3%	+$14.9K	2.64%	12
2023 Q4	$5.01M	Sell	44,412 -5,758	-11%	-$605K	2.62%	12
2023 Q3	$5.28M	Sell	50,170 -51,756	-51%	-$5.55M	3.25%	9
2023 Q2	$10.8M	Buy	101,926 +39,949	+64%	+$4.19M	7.29%	2
2023 Q1	$6.64M	Buy	61,977 +34,762	+128%	+$3.74M	4.92%	4
2022 Q4	$2.94M	Buy	+27,215	New	+$2.9M	2.47%	8

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

Rooted Wealth Advisors's VYM Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.67% in Q2 2026, selling an estimated $48.8K and leaving 46,082 shares worth $7.28M. The position accounts for 1.78% of the portfolio, ranked #13.

Rooted Wealth Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q2 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Rooted Wealth Advisors held 46,082 shares of Vanguard High Dividend Yield ETF worth $7.28M as of Q2 2026.
Rooted Wealth Advisors sold 312 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $48.8K.
Vanguard High Dividend Yield ETF made up 1.78% of Rooted Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Rooted Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Rooted Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $10.8M in Q2 2023.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.