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

Sax 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	$1.01M	Buy	6,819 +347	+5%	+$54.2K	0.04%	227
2026 Q1	$929K	Hold	6,472	–	–	0.05%	204
2025 Q4	$929K	Buy	6,472 +2,012	+45%	+$286K	0.04%	214
2025 Q3	$629K	Sell	4,460 -623	-12%	-$85.6K	0.03%	243
2025 Q2	$678K	Hold	5,083	–	–	0.04%	216
2025 Q1	$655K	Buy	5,083 +1,001	+25%	+$131K	0.05%	187
2024 Q4	$521K	Hold	4,082	–	–	0.04%	190
2024 Q3	$523K	Hold	4,082	–	–	0.05%	150
2024 Q2	$484K	Buy	4,082 +500	+14%	+$59.3K	0.05%	149
2024 Q1	$433K	Sell	3,582 -50	-1%	-$5.73K	0.05%	125
2023 Q4	$405K	Sell	3,632 -6	-0.2%	-$630	0.07%	133
2023 Q3	$376K	Sell	3,638 -330	-8%	-$35.4K	0.07%	130
2023 Q2	$421K	Sell	3,968 -35	-0.9%	-$3.67K	0.08%	123
2023 Q1	$422K	Buy	4,003 +50	+1%	+$5.38K	0.09%	120
2022 Q4	$428K	Buy	3,953 +312	+9%	+$33.2K	0.1%	112
2022 Q3	$345K	Buy	3,641 +280	+8%	+$29.1K	0.09%	121
2022 Q2	$342K	Buy	3,361 +50	+2%	+$5.42K	0.09%	127
2022 Q1	$372K	Sell	3,311 -15,269	-82%	-$1.7M	0.09%	124
2021 Q4	$2.08M	Hold	18,580	–	–	0.43%	43
2021 Q3	$1.92M	Buy	18,580 +533	+3%	+$56.3K	0.46%	43
2021 Q2	$1.89M	Sell	18,047 -937	-5%	-$98.4K	0.65%	40
2021 Q1	$1.92M	Buy	18,984 +17	+0.1%	+$1.64K	0.7%	39
2020 Q4	$1.74M	Buy	+18,967	New	+$1.65M	0.8%	36

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 22.9% 1-Year Est. Return

Sax Wealth Advisors's VYM Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.4% in Q2 2026, buying an estimated $54.2K and bringing the position to 6,819 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #227.

Sax Wealth Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.08M in Q4 2021. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sax Wealth Advisors held 6,819 shares of Vanguard High Dividend Yield ETF worth $1.01M as of Q2 2026.
Sax Wealth Advisors bought 347 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $54.2K.
Vanguard High Dividend Yield ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #227 holding.
Sax Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.08M in Q4 2021.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.