SLWA
VYM icon

San Luis Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

San Luis Wealth 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 		$809K Buy
5,122
+32
+0.6% +$5K 0.12% 114
2026
Q1 		$754K Buy
5,090
+169
+3% +$25.4K 0.12% 104
2025
Q4 		$706K Buy
4,921
+32
+0.7% +$4.55K 0.12% 111
2025
Q3 		$689K Buy
4,889
+53
+1% +$7.28K 0.12% 107
2025
Q2 		$645K Buy
4,836
+230
+5% +$29.1K 0.14% 86
2025
Q1 		$594K Buy
4,606
+2,018
+78% +$264K 0.13% 81
2024
Q4 		$330K Buy
2,588
+178
+7% +$23.2K 0.06% 115
2024
Q3 		$309K Buy
2,410
+216
+10% +$26.7K 0.06% 116
2024
Q2 		$260K Buy
+2,194
New +$260K 0.06% 114

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

San Luis Wealth Advisors's VYM Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.63% in Q2 2026, buying an estimated $5K and bringing the position to 5,122 shares worth $809K. The position accounts for 0.12% of the portfolio, ranked #114.

San Luis Wealth Advisors first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • San Luis Wealth Advisors held 5,122 shares of Vanguard High Dividend Yield ETF worth $809K as of Q2 2026.
  • San Luis Wealth Advisors bought 32 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5K.
  • Vanguard High Dividend Yield ETF made up 0.12% of San Luis Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • San Luis Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.