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Schiavi & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Schiavi & Co’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 		$468K Buy
4,763
+1,072
+29% +$168K 0.12% 30
2026
Q1 		$547K Buy
+3,691
New +$555K 0.16% 23

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Schiavi & Co's VYM Position: Q2 2026 in Review

Schiavi & Co increased its Vanguard High Dividend Yield ETF (VYM) stake by 29% in Q2 2026, buying an estimated $168K and bringing the position to 4,763 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #30.

Schiavi & Co first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $547K in Q1 2026. 2,084 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Schiavi & Co held 4,763 shares of Vanguard High Dividend Yield ETF worth $468K as of Q2 2026.
  • Schiavi & Co bought 1,072 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $168K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Schiavi & Co's portfolio in Q2 2026, its #30 holding.
  • Schiavi & Co first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • Schiavi & Co's Vanguard High Dividend Yield ETF position peaked at $547K in Q1 2026.
  • 2,084 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.