SageView Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SageView Advisory 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	$3.37M	Sell	21,307 -2,150	-9%	-$336K	0.11%	117
2026 Q1	$3.47M	Sell	23,457 -2,569	-10%	-$386K	0.13%	93
2025 Q4	$3.74M	Sell	26,026 -6,007	-19%	-$854K	0.13%	99
2025 Q3	$4.52M	Sell	32,033 -3,675	-10%	-$505K	0.16%	83
2025 Q2	$4.86M	Sell	35,708 -1,821	-5%	-$231K	0.18%	59
2025 Q1	$4.84M	Buy	37,529 +2,392	+7%	+$313K	0.21%	55
2024 Q4	$4.48M	Buy	35,137 +211	+0.6%	+$27.5K	0.19%	66
2024 Q3	$4.48M	Sell	34,926 -1,382	-4%	-$171K	0.23%	59
2024 Q2	$4.31M	Buy	+36,308	New	+$4.31M	0.2%	69
2024 Q1	–	Sell	-30,699	Closed	-$3.49M	–	826
2023 Q4	$3.49M	Sell	30,699 -777	-2%	-$81.6K	0.15%	87
2023 Q3	$3.25M	Sell	31,476 -5,748	-15%	-$617K	0.19%	73
2023 Q2	$3.95M	Buy	37,224 +6,385	+21%	+$670K	0.22%	66
2023 Q1	$3.25M	Buy	30,839 +10,589	+52%	+$1.14M	0.21%	77
2022 Q4	$2.19M	Buy	+20,250	New	+$2.15M	0.18%	92

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

SageView Advisory Group's VYM Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.2% in Q2 2026, selling an estimated $336K and leaving 21,307 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #117.

SageView Advisory Group first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.86M in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

SageView Advisory Group held 21,307 shares of Vanguard High Dividend Yield ETF worth $3.37M as of Q2 2026.
SageView Advisory Group sold 2,150 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $336K.
Vanguard High Dividend Yield ETF made up 0.11% of SageView Advisory Group's portfolio in Q2 2026, its #117 holding.
SageView Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Vanguard High Dividend Yield ETF position peaked at $4.86M in Q2 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.