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

Sage Financial Management 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	$10.3M	Buy	65,086 +460	+0.7%	+$71.9K	2.83%	12
2026 Q1	$9.57M	Sell	64,626 -305	-0.5%	-$45.9K	2.94%	11
2025 Q4	$9.32M	Buy	64,931 +3,286	+5%	+$467K	2.85%	12
2025 Q3	$8.69M	Sell	61,645 -350	-0.6%	-$48.1K	2.77%	12
2025 Q2	$8.27M	Buy	61,995 +2,931	+5%	+$371K	2.86%	12
2025 Q1	$7.62M	Sell	59,064 -2,077	-3%	-$272K	2.76%	13
2024 Q4	$7.8M	Sell	61,141 -196	-0.3%	-$25.6K	2.89%	10
2024 Q3	$7.86M	Buy	+61,337	New	+$7.57M	3.05%	12
2024 Q2	–	Sell	-63,335	Closed	-$7.66M	–	53
2024 Q1	$7.66M	Buy	63,335 +3,943	+7%	+$452K	3.63%	12
2023 Q4	$6.63M	Sell	59,392 -174	-0.3%	-$18.3K	3.56%	11
2023 Q3	$6.15M	Buy	+59,566	New	+$6.39M	3.7%	10
2023 Q2	–	Sell	-46,298	Closed	-$4.88M	–	38
2023 Q1	$4.88M	Sell	46,298 -15,815	-25%	-$1.7M	3.93%	11
2022 Q4	$6.72M	Buy	62,113 +12,456	+25%	+$1.33M	4.7%	8
2022 Q3	$4.71M	Sell	49,657 -17,233	-26%	-$1.79M	4.15%	9
2022 Q2	$6.8M	Sell	66,890 -74	-0.1%	-$8.02K	4.76%	8
2022 Q1	$7.52M	Sell	66,964 -248	-0.4%	-$27.7K	5.15%	8
2021 Q4	$7.54M	Buy	+67,212	New	+$7.31M	5.02%	8
2021 Q3	–	Sell	-71,501	Closed	-$7.49M	–	28
2021 Q2	$7.49M	Buy	71,501 +1,874	+3%	+$197K	6.83%	6
2021 Q1	$7.04M	Sell	69,627 -8,346	-11%	-$805K	5.42%	8
2020 Q4	$7.13M	Buy	+77,973	New	+$6.77M	5.6%	8

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

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

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

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

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

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

Sage Financial Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.71% in Q2 2026, buying an estimated $71.9K and bringing the position to 65,086 shares worth $10.3M. The position accounts for 2.83% of the portfolio, ranked #12.

Sage Financial Management Group first reported a position in VYM in Q4 2020 and has held it in 20 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sage Financial Management Group held 65,086 shares of Vanguard High Dividend Yield ETF worth $10.3M as of Q2 2026.
Sage Financial Management Group bought 460 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $71.9K.
Vanguard High Dividend Yield ETF made up 2.83% of Sage Financial Management Group's portfolio in Q2 2026, its #12 holding.
Sage Financial Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 20 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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