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

Seneca 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
2026
Q2 		$16.5M Sell
104,197
-506
-0.5% -$79.1K 4.28% 11
2026
Q1 		$15.5M Buy
104,703
+2,857
+3% +$430K 4.54% 11
2025
Q4 		$14.6M Buy
101,846
+6,341
+7% +$902K 4.45% 11
2025
Q3 		$13.5M Buy
95,505
+3,566
+4% +$490K 4.4% 10
2025
Q2 		$12.3M Buy
91,939
+5,794
+7% +$734K 4.72% 7
2025
Q1 		$11.1M Buy
86,145
+3,422
+4% +$448K 5.38% 7
2024
Q4 		$10.6M Buy
82,723
+1,168
+1% +$152K 5.24% 6
2024
Q3 		$10.5M Buy
81,555
+3,646
+5% +$450K 5.09% 8
2024
Q2 		$9.24M Buy
77,909
+2,217
+3% +$263K 4.79% 8
2024
Q1 		$9.16M Sell
75,692
-1,077
-1% -$123K 4.88% 6
2023
Q4 		$8.57M Sell
76,769
-5,313
-6% -$558K 4.97% 6
2023
Q3 		$8.48M Buy
82,082
+1,400
+2% +$150K 5.81% 5
2023
Q2 		$8.56M Sell
80,682
-3,577
-4% -$375K 5.68% 5
2023
Q1 		$8.89M Buy
84,259
+1,901
+2% +$204K 5.71% 5
2022
Q4 		$8.91M Buy
82,358
+1,207
+1% +$128K 5.64% 6
2022
Q3 		$7.7M Buy
81,151
+1,826
+2% +$190K 5.51% 6
2022
Q2 		$8.07M Buy
79,325
+500
+0.6% +$54.2K 5.43% 6
2022
Q1 		$8.85M Buy
78,825
+3,955
+5% +$441K 5.37% 6
2021
Q4 		$8.39M Buy
74,870
+3,975
+6% +$432K 4.97% 6
2021
Q3 		$7.33M Buy
70,895
+1,927
+3% +$204K 4.85% 6
2021
Q2 		$7.23M Buy
68,968
+2,069
+3% +$217K 4.73% 7
2021
Q1 		$6.76M Buy
66,899
+2,603
+4% +$251K 4.76% 7
2020
Q4 		$5.88M Buy
+64,296
New +$5.59M 4.47% 7

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 $171B AUM 24.68% 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 22.96% 1-Year Est. Return

Seneca Financial Advisors's VYM Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.48% in Q2 2026, selling an estimated $79.1K and leaving 104,197 shares worth $16.5M. The position accounts for 4.28% of the portfolio, ranked #11.

Seneca Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Seneca Financial Advisors held 104,197 shares of Vanguard High Dividend Yield ETF worth $16.5M as of Q2 2026.
  • Seneca Financial Advisors sold 506 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $79.1K.
  • Vanguard High Dividend Yield ETF made up 4.28% of Seneca Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Seneca Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.