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

Sage Mountain 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	$732K	Buy	4,634 +454	+11%	+$71K	0.05%	119
2026 Q1	$619K	Hold	4,180	–	–	0.04%	121
2025 Q4	$600K	Hold	4,180	–	–	0.03%	245
2025 Q3	$589K	Buy	4,180 +2,010	+93%	+$276K	0.03%	237
2025 Q2	$289K	Sell	2,170 -54	-2%	-$6.84K	0.02%	331
2025 Q1	$287K	Sell	2,224 -200	-8%	-$26.2K	0.02%	311
2024 Q4	$309K	Hold	2,424	–	–	0.02%	287
2024 Q3	$311K	Hold	2,424	–	–	0.03%	279
2024 Q2	$287K	Sell	2,424 -2,462	-50%	-$292K	0.03%	259
2024 Q1	$591K	Buy	4,886 +2,516	+106%	+$288K	0.06%	137
2023 Q4	$265K	Hold	2,370	–	–	0.03%	219
2023 Q3	$245K	Hold	2,370	–	–	0.03%	212
2023 Q2	$251K	Hold	2,370	–	–	0.04%	206
2023 Q1	$250K	Hold	2,370	–	–	0.04%	197
2022 Q4	$256K	Hold	2,370	–	–	0.06%	126
2022 Q3	$225K	Hold	2,370	–	–	0.06%	150
2022 Q2	$241K	Buy	+2,370	New	+$257K	0.04%	382

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 Mountain Advisors's VYM Position: Q2 2026 in Review

Sage Mountain Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, buying an estimated $71K and bringing the position to 4,634 shares worth $732K. The position accounts for 0.05% of the portfolio, ranked #119.

Sage Mountain Advisors first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sage Mountain Advisors held 4,634 shares of Vanguard High Dividend Yield ETF worth $732K as of Q2 2026.
Sage Mountain Advisors bought 454 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $71K.
Vanguard High Dividend Yield ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #119 holding.
Sage Mountain Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.