SSWM
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Sheets Smith Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sheets Smith 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 		$219K Buy
1,388
+2
+0.1% +$313 0.02% 387
2026
Q1 		$205K Buy
+1,386
New +$208K 0.02% 382
2024
Q3 		– Sell
-2,810
Closed -$333K – 398
2024
Q2 		$333K Buy
2,810
+1
+0% +$119 0.04% 302
2024
Q1 		$340K Buy
+2,809
New +$322K 0.04% 306

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management's VYM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.14% in Q2 2026, buying an estimated $313 and bringing the position to 1,388 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #387.

Sheets Smith Wealth Management first reported a position in VYM in Q1 2024 and has held it in 4 quarters since. The position peaked at $340K in Q1 2024. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sheets Smith Wealth Management held 1,388 shares of Vanguard High Dividend Yield ETF worth $219K as of Q2 2026.
  • Sheets Smith Wealth Management bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Sheets Smith Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 4 quarters since.
  • Sheets Smith Wealth Management's Vanguard High Dividend Yield ETF position peaked at $340K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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