Selective Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Selective Wealth 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	$430K	Buy	2,682 +1	+0%	+$156	0.11%	95
2026 Q1	$414K	Buy	2,681 +1	+0%	+$150	0.12%	88
2025 Q4	$398K	Buy	2,680 +229	+9%	+$32.6K	0.12%	74
2025 Q3	$346K	Buy	+2,451	New	+$337K	0.11%	76
2022 Q4	–	Sell	-2,908	Closed	-$276K	–	722
2022 Q3	$276K	Sell	2,908 -913	-24%	-$94.9K	0.12%	98
2022 Q2	$389K	Buy	3,821 +3,718	+3,610%	+$403K	0.14%	93
2022 Q1	$12K	Buy	+103	New	+$11.5K	﹤0.01%	521

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Selective Wealth Management's VYM Position: Q2 2026 in Review

Selective Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q2 2026, buying an estimated $156 and bringing the position to 2,682 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #95.

Selective Wealth Management first reported a position in VYM in Q1 2022 and has held it in 7 quarters since. 1,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Selective Wealth Management held 2,682 shares of Vanguard High Dividend Yield ETF worth $430K as of Q2 2026.
Selective Wealth Management bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #95 holding.
Selective Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 7 quarters since.
1,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.