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Sara-Bay Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sara-Bay Financial’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 		$3.89M Sell
24,595
-1,083
-4% -$169K 1.04% 16
2026
Q1 		$3.8M Buy
25,678
+2,615
+11% +$393K 1.14% 15
2025
Q4 		$3.33M Buy
23,063
+3,957
+21% +$563K 1% 13
2025
Q3 		$2.69M Buy
19,106
+4,922
+35% +$676K 0.75% 15
2025
Q2 		$1.89M Buy
14,184
+3,475
+32% +$440K 0.68% 18
2025
Q1 		$1.37M Buy
10,709
+3,116
+41% +$408K 0.6% 19
2024
Q4 		$967K Buy
7,593
+328
+5% +$42.8K 0.36% 26
2024
Q3 		$931K Sell
7,265
-1,109
-13% -$137K 0.34% 32
2024
Q2 		$993K Buy
8,374
+2,621
+46% +$311K 0.4% 26
2024
Q1 		$693K Buy
5,753
+1,092
+23% +$125K 0.31% 39
2023
Q4 		$520K Buy
4,661
+18
+0.4% +$1.89K 0.25% 47
2023
Q3 		$480K Buy
4,643
+1,900
+69% +$204K 0.24% 48
2023
Q2 		$291K Buy
+2,743
New +$288K 0.14% 66
2023
Q1 		– Sell
-2,741
Closed -$297K – 86
2022
Q4 		$297K Buy
2,741
+16
+0.6% +$1.7K 0.17% 67
2022
Q3 		$259K Buy
2,725
+56
+2% +$5.82K 0.14% 71
2022
Q2 		$272K Buy
2,669
+14
+0.5% +$1.52K 0.13% 72
2022
Q1 		$298K Buy
2,655
+10
+0.4% +$1.11K 0.12% 68
2021
Q4 		$297K Buy
2,645
+219
+9% +$23.8K 0.09% 67
2021
Q3 		$251K Buy
2,426
+484
+25% +$51.2K 0.1% 67
2021
Q2 		$203K Buy
+1,942
New +$204K 0.08% 76

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Sara-Bay Financial's VYM Position: Q2 2026 in Review

Sara-Bay Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, selling an estimated $169K and leaving 24,595 shares worth $3.89M. The position accounts for 1.04% of the portfolio, ranked #16.

Sara-Bay Financial first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sara-Bay Financial held 24,595 shares of Vanguard High Dividend Yield ETF worth $3.89M as of Q2 2026.
  • Sara-Bay Financial sold 1,083 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $169K.
  • Vanguard High Dividend Yield ETF made up 1.04% of Sara-Bay Financial's portfolio in Q2 2026, its #16 holding.
  • Sara-Bay Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.