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S Harris Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

S Harris Financial Group’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 		$364K Sell
2,302
-29
-1% -$4.53K 0.28% 61
2026
Q1 		$345K Sell
2,331
-4
-0.2% -$601 0.31% 61
2025
Q4 		$335K Buy
+2,335
New +$332K 0.32% 53

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 Harris Financial Group's VYM Position: Q2 2026 in Review

S Harris Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $4.53K and leaving 2,302 shares worth $364K. The position accounts for 0.28% of the portfolio, ranked #61.

S Harris Financial Group first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • S Harris Financial Group held 2,302 shares of Vanguard High Dividend Yield ETF worth $364K as of Q2 2026.
  • S Harris Financial Group sold 29 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.53K.
  • Vanguard High Dividend Yield ETF made up 0.28% of S Harris Financial Group's portfolio in Q2 2026, its #61 holding.
  • S Harris Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.