Sage Investment Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sage Investment Advisers’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	$1.51M	Sell	9,541 -343	-3%	-$53.6K	1.01%	28
2026 Q1	$1.46M	Buy	9,884 +213	+2%	+$32K	1.08%	27
2025 Q4	$1.39M	Buy	+9,671	New	+$1.38M	1.04%	28
2024 Q3	$1.06M	Sell	8,299 -43	-0.5%	-$5.31K	1.11%	28
2024 Q2	$989K	Buy	8,342 +22	+0.3%	+$2.61K	1.12%	28
2024 Q1	$1.01M	Sell	8,320 -9	-0.1%	-$1.03K	1.15%	29
2023 Q4	$930K	Sell	8,329 -12,138	-59%	-$1.28M	1.13%	29
2023 Q3	$2.11M	Buy	20,467 +506	+3%	+$54.3K	2.9%	11
2023 Q2	$2.12M	Buy	19,961 +6,664	+50%	+$699K	2.83%	12
2023 Q1	$1.4M	Buy	13,297 +2,003	+18%	+$215K	1.88%	23
2022 Q4	$1.22M	Buy	11,294 +241	+2%	+$25.6K	1.74%	23
2022 Q3	$1.05M	Buy	11,053 +3,859	+54%	+$401K	1.66%	24
2022 Q2	$732K	Sell	7,194 -800	-10%	-$86.7K	1.15%	30
2022 Q1	$897K	Sell	7,994 -357	-4%	-$39.8K	1.19%	31
2021 Q4	$936K	Buy	+8,351	New	+$909K	1.2%	27

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 Investment Advisers's VYM Position: Q2 2026 in Review

Sage Investment Advisers reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q2 2026, selling an estimated $53.6K and leaving 9,541 shares worth $1.51M. The position accounts for 1.01% of the portfolio, ranked #28.

Sage Investment Advisers first reported a position in VYM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.12M in Q2 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sage Investment Advisers held 9,541 shares of Vanguard High Dividend Yield ETF worth $1.51M as of Q2 2026.
Sage Investment Advisers sold 343 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.6K.
Vanguard High Dividend Yield ETF made up 1.01% of Sage Investment Advisers's portfolio in Q2 2026, its #28 holding.
Sage Investment Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's Vanguard High Dividend Yield ETF position peaked at $2.12M in Q2 2023.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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