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

Sage 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	$655K	Buy	4,144 +443	+12%	+$69.2K	0.04%	73
2026 Q1	$548K	Buy	3,701 +47	+1%	+$7.07K	0.04%	76
2025 Q4	$524K	Buy	3,654 +74	+2%	+$10.5K	0.03%	73
2025 Q3	$505K	Buy	3,580 +72	+2%	+$9.89K	0.03%	70
2025 Q2	$468K	Buy	3,508 +20	+0.6%	+$2.53K	0.03%	72
2025 Q1	$450K	Buy	+3,488	New	+$457K	0.04%	78

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sage Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, buying an estimated $69.2K and bringing the position to 4,144 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #73.

Sage Financial Group first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sage Financial Group held 4,144 shares of Vanguard High Dividend Yield ETF worth $655K as of Q2 2026.
Sage Financial Group bought 443 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $69.2K.
Vanguard High Dividend Yield ETF made up 0.04% of Sage Financial Group's portfolio in Q2 2026, its #73 holding.
Sage Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.