SWM
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Sherman Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sherman 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 		$8.29M Buy
52,428
+443
+0.9% +$69.2K 6.24% 4
2026
Q1 		$7.7M Sell
51,985
-1,543
-3% -$232K 6.61% 3
2025
Q4 		$7.68M Buy
+53,528
New +$7.61M 6.67% 3

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Wealth Management's VYM Position: Q2 2026 in Review

Sherman Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.85% in Q2 2026, buying an estimated $69.2K and bringing the position to 52,428 shares worth $8.29M. The position accounts for 6.24% of the portfolio, ranked #4.

Sherman Wealth Management first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,541 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sherman Wealth Management held 52,428 shares of Vanguard High Dividend Yield ETF worth $8.29M as of Q2 2026.
  • Sherman Wealth Management bought 443 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $69.2K.
  • Vanguard High Dividend Yield ETF made up 6.24% of Sherman Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Sherman Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,541 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.