Semmax Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Semmax Financial 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
2025 Q2	$3.19M	Sell	23,579 -5,410	-19%	-$685K	0.82%	50
2025 Q1	$3.65M	Sell	28,989 -18,985	-40%	-$2.49M	0.99%	43
2024 Q4	$6.43M	Buy	47,974 +10,708	+29%	+$1.4M	1.71%	15
2024 Q3	$4.91M	Buy	37,266 +1,171	+3%	+$145K	1.35%	24
2024 Q2	$4.37M	Buy	36,095 +355	+1%	+$42.1K	1.31%	22
2024 Q1	$4.28M	Buy	35,740 +1,744	+5%	+$200K	1.41%	22
2023 Q4	$3.81M	Sell	33,996 -1,724	-5%	-$181K	1.39%	24
2023 Q3	$3.66M	Buy	+35,720	New	+$3.83M	1.47%	24
2022 Q4	$9.82M	Sell	88,692 -4,117	-4%	-$438K	3.92%	1
2022 Q3	$9.98M	Buy	92,809 +23,805	+34%	+$2.48M	4.23%	1
2022 Q2	$7.42M	Sell	69,004 -8,713	-11%	-$944K	3.03%	4
2022 Q1	$8.72M	Buy	+77,717	New	+$8.67M	3.44%	2

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semmax Financial Advisors's VYM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q2 2025, selling an estimated $685K and leaving 23,579 shares worth $3.19M. The position accounts for 0.82% of the portfolio, ranked #50.

Semmax Financial Advisors first reported a position in VYM in Q1 2022 and has held it in 12 quarters since. The position peaked at $9.98M in Q3 2022. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Semmax Financial Advisors held 23,579 shares of Vanguard High Dividend Yield ETF worth $3.19M as of Q2 2025.
Semmax Financial Advisors sold 5,410 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $685K.
Vanguard High Dividend Yield ETF made up 0.82% of Semmax Financial Advisors's portfolio in Q2 2025, its #50 holding.
Semmax Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 12 quarters since.
Semmax Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $9.98M in Q3 2022.
1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.