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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savvy Advisors Inc's VYM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 32% in Q1 2026, buying an estimated $1.07M and bringing the position to 29,030 shares worth $4.3M. The position accounts for 0.11% of the portfolio, ranked #148.

Savvy Advisors Inc first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Savvy Advisors Inc held 29,030 shares of Vanguard High Dividend Yield ETF worth $4.3M as of Q1 2026.
  • Savvy Advisors Inc bought 7,109 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard High Dividend Yield ETF made up 0.11% of Savvy Advisors Inc's portfolio in Q1 2026, its #148 holding.
  • Savvy Advisors Inc first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.