SCA
VYM icon

Sandy Cove Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sandy Cove 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 		$474K Hold
3,000
– – 0.12% 93
2026
Q1 		$444K Buy
3,000
+1
+0% +$150 0.13% 88
2025
Q4 		$430K Sell
2,999
-187
-6% -$26.6K 0.13% 91
2025
Q3 		$449K Buy
3,186
+435
+16% +$59.8K 0.14% 86
2025
Q2 		$367K Buy
2,751
+1
+0% +$127 0.13% 89
2025
Q1 		$355K Buy
2,750
+1
+0% +$131 0.14% 89
2024
Q4 		$351K Buy
2,749
+201
+8% +$26.2K 0.14% 86
2024
Q3 		$327K Sell
2,548
-161
-6% -$19.9K 0.13% 87
2024
Q2 		$321K Buy
2,709
+2
+0.1% +$237 0.14% 85
2024
Q1 		$328K Buy
2,707
+1
+0% +$115 0.15% 85
2023
Q4 		$302K Buy
2,706
+1
+0% +$105 0.15% 91
2023
Q3 		$279K Buy
2,705
+1
+0% +$107 0.16% 95
2023
Q2 		$287K Sell
2,704
-186
-6% -$19.5K 0.16% 97
2023
Q1 		$305K Buy
2,890
+98
+4% +$10.5K 0.22% 70
2022
Q4 		$302K Hold
2,792
– – 0.24% 62
2022
Q3 		$265K Buy
2,792
+1
+0% +$104 0.24% 58
2022
Q2 		$284K Sell
2,791
-78
-3% -$8.45K 0.26% 55
2022
Q1 		$322K Hold
2,869
– – 0.27% 53
2021
Q4 		$322K Buy
+2,869
New +$312K 0.27% 55

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sandy Cove Advisors's VYM Position: Q2 2026 in Review

Sandy Cove Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,000 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #93.

Sandy Cove Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sandy Cove Advisors held 3,000 shares of Vanguard High Dividend Yield ETF worth $474K as of Q2 2026.
  • Sandy Cove Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #93 holding.
  • Sandy Cove Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.