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Saxony Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Saxony Capital Management’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 		$1.12M Buy
7,091
+2,883
+69% +$451K 0.51% 51
2026
Q1 		$623K Buy
4,208
+674
+19% +$101K 0.36% 70
2025
Q4 		$507K Buy
3,534
+587
+20% +$83.5K 0.31% 78
2025
Q3 		$415K Buy
2,947
+43
+1% +$5.91K 0.27% 80
2025
Q2 		$387K Hold
2,904
– – 0.3% 70
2025
Q1 		$375K Buy
2,904
+13
+0.4% +$1.7K 0.33% 64
2024
Q4 		$369K Hold
2,891
– – 0.32% 72
2024
Q3 		$371K Hold
2,891
– – 0.34% 79
2024
Q2 		$343K Sell
2,891
-1
-0% -$119 0.38% 74
2024
Q1 		$350K Hold
2,892
– – 0.42% 61
2023
Q4 		$323K Buy
+2,892
New +$304K 0.43% 64

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

Saxony Capital Management's VYM Position: Q2 2026 in Review

Saxony Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 69% in Q2 2026, buying an estimated $451K and bringing the position to 7,091 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #51.

Saxony Capital Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 528 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Saxony Capital Management held 7,091 shares of Vanguard High Dividend Yield ETF worth $1.12M as of Q2 2026.
  • Saxony Capital Management bought 2,883 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $451K.
  • Vanguard High Dividend Yield ETF made up 0.51% of Saxony Capital Management's portfolio in Q2 2026, its #51 holding.
  • Saxony Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.