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Sage Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sage Capital 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 		$1.33M Sell
8,405
-1,154
-12% -$180K 0.28% 73
2026
Q1 		$1.42M Buy
9,559
+1,001
+12% +$151K 0.33% 62
2025
Q4 		$1.23M Buy
8,558
+1,126
+15% +$160K 0.29% 66
2025
Q3 		$1.05M Buy
7,432
+1,416
+24% +$195K 0.25% 69
2025
Q2 		$802K Sell
6,016
-421
-7% -$53.3K 0.2% 77
2025
Q1 		$830K Sell
6,437
-73
-1% -$9.56K 0.22% 75
2024
Q4 		$831K Buy
6,510
+13
+0.2% +$1.7K 0.22% 70
2024
Q3 		$833K Buy
6,497
+463
+8% +$57.2K 0.22% 74
2024
Q2 		$716K Buy
6,034
+15
+0.2% +$1.78K 0.21% 74
2024
Q1 		$728K Buy
6,019
+137
+2% +$15.7K 0.21% 77
2023
Q4 		$657K Buy
5,882
+777
+15% +$81.6K 0.21% 74
2023
Q3 		$527K Buy
5,105
+146
+3% +$15.7K 0.19% 77
2023
Q2 		$526K Buy
4,959
+14
+0.3% +$1.47K 0.18% 78
2023
Q1 		$522K Buy
4,945
+677
+16% +$72.8K 0.2% 72
2022
Q4 		$462K Buy
4,268
+4
+0.1% +$426 0.2% 74
2022
Q3 		$405K Buy
+4,264
New +$443K 0.21% 75

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sage Capital Advisors's VYM Position: Q2 2026 in Review

Sage Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $180K and leaving 8,405 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #73.

Sage Capital Advisors first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.42M in Q1 2026. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sage Capital Advisors held 8,405 shares of Vanguard High Dividend Yield ETF worth $1.33M as of Q2 2026.
  • Sage Capital Advisors sold 1,154 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $180K.
  • Vanguard High Dividend Yield ETF made up 0.28% of Sage Capital Advisors's portfolio in Q2 2026, its #73 holding.
  • Sage Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • Sage Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $1.42M in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.