SWA
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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

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 519 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.
  • 519 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.