Savvy Advisors Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Savvy Advisors Inc’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	$4.58M	Sell	28,952 -78	-0.3%	-$12.2K	0.1%	168
2026 Q1	$4.3M	Buy	29,030 +7,109	+32%	+$1.07M	0.11%	148
2025 Q4	$3.15M	Buy	21,921 +2,959	+16%	+$421K	0.1%	144
2025 Q3	$2.67M	Buy	18,962 +415	+2%	+$57K	0.12%	121
2025 Q2	$2.47M	Buy	18,547 +3,691	+25%	+$468K	0.17%	91
2025 Q1	$1.92M	Buy	14,856 +949	+7%	+$124K	0.19%	87
2024 Q4	$1.77M	Buy	13,907 +4,225	+44%	+$551K	0.21%	83
2024 Q3	$1.24M	Buy	9,682 +1,133	+13%	+$140K	0.25%	80
2024 Q2	$1.01M	Buy	8,549 +2,182	+34%	+$259K	0.33%	72
2024 Q1	$770K	Buy	+6,367	New	+$729K	0.44%	53

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

Savvy Advisors Inc's VYM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.27% in Q2 2026, selling an estimated $12.2K and leaving 28,952 shares worth $4.58M. The position accounts for 0.1% of the portfolio, ranked #168.

Savvy Advisors Inc first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Savvy Advisors Inc held 28,952 shares of Vanguard High Dividend Yield ETF worth $4.58M as of Q2 2026.
Savvy Advisors Inc sold 78 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $12.2K.
Vanguard High Dividend Yield ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q2 2026, its #168 holding.
Savvy Advisors Inc first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.