Safeguard Investment Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Safeguard Investment Advisory 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
2025 Q4	–	Sell	-1,478	Closed	-$208K	–	163
2025 Q3	$208K	Buy	+1,478	New	+$203K	0.05%	144
2023 Q2	–	Sell	-2,090	Closed	-$220K	–	109
2023 Q1	$220K	Sell	2,090 -525	-20%	-$56.5K	0.11%	90
2022 Q4	$283K	Sell	2,615 -673	-20%	-$71.6K	0.17%	76
2022 Q3	$312K	Sell	3,288 -19	-0.6%	-$1.98K	0.21%	66
2022 Q2	$371K	Hold	3,307	–	–	0.23%	63
2022 Q1	$371K	Sell	3,307 -264	-7%	-$29.4K	0.25%	55
2021 Q4	$400K	Sell	3,571 -22	-0.6%	-$2.39K	0.23%	58
2021 Q3	$371K	Sell	3,593 -313	-8%	-$33.1K	0.24%	58
2021 Q2	$409K	Buy	3,906 +303	+8%	+$31.8K	0.29%	56
2021 Q1	$364K	Sell	3,603 -422	-10%	-$40.7K	0.33%	55
2020 Q4	$368K	Buy	+4,025	New	+$350K	0.33%	53

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Safeguard Investment Advisory Group's VYM Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,478 shares — an estimated $208K sold.

Safeguard Investment Advisory Group first reported a position in VYM in Q4 2020 and held it in 11 quarters. The position peaked at $409K in Q2 2021. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Safeguard Investment Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,478 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $208K.
Safeguard Investment Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 11 quarters.
Safeguard Investment Advisory Group's Vanguard High Dividend Yield ETF position peaked at $409K in Q2 2021.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.