RPg Family Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-1,667	Closed	-$247K	–	147
2026 Q1	$247K	Buy	+1,667	New	+$251K	0.05%	133
2020 Q4	$108K	Hold	1,178	–	–	0.05%	134
2020 Q3	$95.3K	Hold	1,178	–	–	0.05%	137
2020 Q2	$92.8K	Hold	1,178	–	–	0.06%	135
2020 Q1	$83.3K	Hold	1,178	–	–	0.06%	111
2019 Q4	$110K	Hold	1,178	–	–	0.06%	117
2019 Q3	$105K	Hold	1,178	–	–	0.06%	116
2019 Q2	$103K	Hold	1,178	–	–	0.06%	117
2019 Q1	$101K	Buy	+1,178	New	+$98.4K	0.06%	115

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

RPg Family Wealth Advisory's VYM Position: Q2 2026 in Review

RPg Family Wealth Advisory sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,667 shares — an estimated $247K sold.

RPg Family Wealth Advisory first reported a position in VYM in Q1 2019 and held it in 9 quarters. The position peaked at $247K in Q1 2026. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

RPg Family Wealth Advisory reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,667 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $247K.
RPg Family Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 9 quarters.
RPg Family Wealth Advisory's Vanguard High Dividend Yield ETF position peaked at $247K in Q1 2026.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.