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S&A Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

S&A Financial Services’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 		$247K Buy
1,565
+1
+0.1% +$156 0.15% 81
2026
Q1 		$232K Buy
+1,564
New +$235K 0.16% 81

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S&A Financial Services's VYM Position: Q2 2026 in Review

S&A Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.06% in Q2 2026, buying an estimated $156 and bringing the position to 1,565 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #81.

S&A Financial Services first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • S&A Financial Services held 1,565 shares of Vanguard High Dividend Yield ETF worth $247K as of Q2 2026.
  • S&A Financial Services bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
  • Vanguard High Dividend Yield ETF made up 0.15% of S&A Financial Services's portfolio in Q2 2026, its #81 holding.
  • S&A Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.