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

Seneca House 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 		$6.27M Buy
39,683
+2,199
+6% +$344K 2.22% 14
2026
Q1 		$5.55M Buy
37,484
+485
+1% +$72.9K 2.21% 13
2025
Q4 		$5.31M Buy
36,999
+4
+0% +$569 1.99% 16
2025
Q3 		$5.21M Buy
36,995
+990
+3% +$136K 2.11% 15
2025
Q2 		$4.8M Buy
36,005
+4,200
+13% +$532K 2.04% 15
2025
Q1 		$4.1M Buy
31,805
+4,524
+17% +$592K 1.75% 20
2024
Q4 		$3.48M Buy
27,281
+4,838
+22% +$631K 1.38% 23
2024
Q3 		$2.88M Buy
22,443
+1,506
+7% +$186K 1.21% 25
2024
Q2 		$2.48M Buy
20,937
+1,976
+10% +$234K 1.08% 26
2024
Q1 		$2.29M Buy
18,961
+1,552
+9% +$178K 1% 29
2023
Q4 		$1.94M Buy
17,409
+648
+4% +$68.1K 0.9% 30
2023
Q3 		$1.72M Sell
16,761
-25,758
-61% -$2.76M 0.89% 31
2023
Q2 		$4.51M Sell
42,519
-12,590
-23% -$1.32M 2.25% 18
2023
Q1 		$5.81M Sell
55,109
-4,740
-8% -$510K 3.02% 12
2022
Q4 		$6.48M Sell
59,849
-4,769
-7% -$507K 3.58% 9
2022
Q3 		$6.13M Sell
64,618
-506
-0.8% -$52.6K 4.54% 4
2022
Q2 		$6.62M Buy
65,124
+1,648
+3% +$179K 4.32% 5
2022
Q1 		$7.13M Sell
63,476
-6,841
-10% -$763K 3.76% 5
2021
Q4 		$7.88M Sell
70,317
-2,201
-3% -$239K 4.18% 4
2021
Q3 		$7.5M Sell
72,518
-34,627
-32% -$3.66M 4.51% 4
2021
Q2 		$11.2M Buy
107,145
+16,713
+18% +$1.75M 7.28% 2
2021
Q1 		$9.14M Buy
90,432
+22,346
+33% +$2.16M 6.46% 2
2020
Q4 		$6.23M Buy
68,086
+1,855
+3% +$161K 4.53% 2
2020
Q3 		$5.36M Sell
66,231
-220
-0.3% -$18K 4.24% 2
2020
Q2 		$5.24M Buy
66,451
+4,894
+8% +$380K 4.43% 2
2020
Q1 		$4.36M Buy
61,557
+23,180
+60% +$1.99M 4.61% 2
2019
Q4 		$3.6M Buy
+38,377
New +$3.48M 3.11% 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 House Advisors's VYM Position: Q2 2026 in Review

Seneca House Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.9% in Q2 2026, buying an estimated $344K and bringing the position to 39,683 shares worth $6.27M. The position accounts for 2.22% of the portfolio, ranked #14.

Seneca House Advisors first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q2 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Seneca House Advisors held 39,683 shares of Vanguard High Dividend Yield ETF worth $6.27M as of Q2 2026.
  • Seneca House Advisors bought 2,199 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $344K.
  • Vanguard High Dividend Yield ETF made up 2.22% of Seneca House Advisors's portfolio in Q2 2026, its #14 holding.
  • Seneca House Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • Seneca House Advisors's Vanguard High Dividend Yield ETF position peaked at $11.2M in Q2 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.