Sequoia Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.91M | Sell |
50,029
-1,514
| -3% | -$237K | 0.04% | 264 |
|
|
2026
Q1 | $7.63M | Sell |
51,543
-6,905
| -12% | -$1.04M | 0.04% | 250 |
|
|
2025
Q4 | $8.39M | Buy |
58,448
+7,819
| +15% | +$1.11M | 0.05% | 227 |
|
|
2025
Q3 | $7.14M | Buy |
50,629
+25,770
| +104% | +$3.54M | 0.04% | 244 |
|
|
2025
Q2 | $3.31M | Buy |
24,859
+2,231
| +10% | +$283K | 0.02% | 359 |
|
|
2025
Q1 | $2.92M | Buy |
22,628
+9,625
| +74% | +$1.26M | 0.02% | 364 |
|
|
2024
Q4 | $1.66M | Sell |
13,003
-3,203
| -20% | -$418K | 0.02% | 456 |
|
|
2024
Q3 | $2.08M | Buy |
16,206
+530
| +3% | +$65.4K | 0.02% | 368 |
|
|
2024
Q2 | $1.86M | Sell |
15,676
-1,459
| -9% | -$173K | 0.02% | 343 |
|
|
2024
Q1 | $2.07M | Buy |
17,135
+1,041
| +6% | +$119K | 0.03% | 319 |
|
|
2023
Q4 | $1.8M | Buy |
16,094
+178
| +1% | +$18.7K | 0.02% | 378 |
|
|
2023
Q3 | $1.64M | Sell |
15,916
-988
| -6% | -$106K | 0.03% | 253 |
|
|
2023
Q2 | $1.79M | Sell |
16,904
-928
| -5% | -$97.3K | 0.03% | 256 |
|
|
2023
Q1 | $1.88M | Sell |
17,832
-2,248
| -11% | -$242K | 0.04% | 221 |
|
|
2022
Q4 | $2.17M | Buy |
20,080
+9,889
| +97% | +$1.05M | 0.05% | 197 |
|
|
2022
Q3 | $967K | Sell |
10,191
-752
| -7% | -$78.2K | 0.03% | 217 |
|
|
2022
Q2 | $1.11M | Buy |
10,943
+655
| +6% | +$71K | 0.03% | 219 |
|
|
2022
Q1 | $1.15M | Buy |
10,288
+162
| +2% | +$18.1K | 0.03% | 239 |
|
|
2021
Q4 | $1.14M | Buy |
+10,126
| New | +$1.1M | 0.03% | 230 |
|
|
2021
Q3 | – | Sell |
-5,218
| Closed | -$547K | – | 461 |
|
|
2021
Q2 | $547K | Buy |
5,218
+340
| +7% | +$35.7K | 0.02% | 266 |
|
|
2021
Q1 | $493K | Buy |
4,878
+991
| +25% | +$95.6K | 0.02% | 260 |
|
|
2020
Q4 | $356K | Sell |
3,887
-1,311
| -25% | -$114K | 0.02% | 294 |
|
|
2020
Q3 | $421K | Sell |
5,198
-919
| -15% | -$75.3K | 0.02% | 248 |
|
|
2020
Q2 | $482K | Sell |
6,117
-156
| -2% | -$12.1K | 0.03% | 220 |
|
|
2020
Q1 | $444K | Sell |
6,273
-129
| -2% | -$11.1K | 0.03% | 211 |
|
|
2019
Q4 | $600K | Buy |
6,402
+551
| +9% | +$50K | 0.04% | 194 |
|
|
2019
Q3 | $519K | Buy |
5,851
+20
| +0.3% | +$1.75K | 0.04% | 193 |
|
|
2019
Q2 | $510K | Buy |
5,831
+15
| +0.3% | +$1.3K | 0.04% | 185 |
|
|
2019
Q1 | $498K | Buy |
5,816
+17
| +0.3% | +$1.42K | 0.04% | 184 |
|
|
2018
Q4 | $452K | Sell |
5,799
-101
| -2% | -$8.42K | 0.05% | 153 |
|
|
2018
Q3 | $514K | Buy |
5,900
+144
| +3% | +$12.5K | 0.05% | 158 |
|
|
2018
Q2 | $478K | Buy |
5,756
+743
| +15% | +$62.2K | 0.05% | 164 |
|
|
2018
Q1 | $413K | Sell |
5,013
-297
| -6% | -$25.5K | 0.04% | 180 |
|
|
2017
Q4 | $455K | Buy |
5,310
+515
| +11% | +$43.1K | 0.05% | 176 |
|
|
2017
Q3 | $389K | Buy |
4,795
+16
| +0.3% | +$1.27K | 0.05% | 179 |
|
|
2017
Q2 | $374K | Buy |
4,779
+15
| +0.3% | +$1.17K | 0.05% | 175 |
|
|
2017
Q1 | $370K | Sell |
4,764
-24
| -0.5% | -$1.85K | 0.05% | 167 |
|
|
2016
Q4 | $363K | Buy |
4,788
+57
| +1% | +$4.18K | 0.05% | 168 |
|
|
2016
Q3 | $341K | Sell |
4,731
-361
| -7% | -$26.2K | 0.06% | 155 |
|
|
2016
Q2 | $364K | Buy |
5,092
+418
| +9% | +$29.2K | 0.1% | 147 |
|
|
2016
Q1 | $323K | Buy |
4,674
+1,625
| +53% | +$106K | 0.1% | 134 |
|
|
2015
Q4 | $204K | Buy |
+3,049
| New | +$205K | 0.08% | 161 |
|
|
2015
Q3 | – | Sell |
-3,028
| Closed | -$204K | – | 195 |
|
|
2015
Q2 | $204K | Hold |
3,028
| – | – | 0.09% | 179 |
|
|
2015
Q1 | $207K | Buy |
+3,028
| New | +$208K | 0.09% | 169 |
|
Other funds holding VYM
Sequoia Financial Advisors's VYM Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.9% in Q2 2026, selling an estimated $237K and leaving 50,029 shares worth $7.91M. The position accounts for 0.04% of the portfolio, ranked #264.
Sequoia Financial Advisors first reported a position in VYM in Q1 2015 and has held it in 44 quarters since. The position peaked at $8.39M in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Sequoia Financial Advisors held 50,029 shares of Vanguard High Dividend Yield ETF worth $7.91M as of Q2 2026.
- Sequoia Financial Advisors sold 1,514 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $237K.
- Vanguard High Dividend Yield ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #264 holding.
- Sequoia Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 44 quarters since.
- Sequoia Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $8.39M in Q4 2025.
- 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.