Signature Estate & Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Signature Estate & Investment 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	$5.26M	Sell	33,291 -671	-2%	-$105K	0.09%	99
2026 Q1	$5.03M	Sell	33,962 -382	-1%	-$57.4K	0.1%	98
2025 Q4	$4.93M	Sell	34,344 -3,652	-10%	-$519K	0.1%	100
2025 Q3	$5.36M	Buy	37,996 +2,135	+6%	+$293K	0.11%	92
2025 Q2	$4.78M	Sell	35,861 -807	-2%	-$102K	0.11%	90
2025 Q1	$4.73M	Buy	36,668 +14,936	+69%	+$1.96M	0.12%	87
2024 Q4	$2.77M	Sell	21,732 -315	-1%	-$41.1K	0.07%	108
2024 Q3	$2.83M	Sell	22,047 -719	-3%	-$88.8K	0.07%	103
2024 Q2	$2.7M	Sell	22,766 -20,120	-47%	-$2.39M	0.07%	111
2024 Q1	$5.19M	Buy	42,886 +457	+1%	+$52.4K	0.15%	51
2023 Q4	$4.74M	Sell	42,429 -3,120	-7%	-$328K	0.14%	55
2023 Q3	$4.71M	Buy	45,549 +174	+0.4%	+$18.7K	0.16%	49
2023 Q2	$4.81M	Buy	45,375 +882	+2%	+$92.5K	0.16%	50
2023 Q1	$4.69M	Sell	44,493 -523	-1%	-$56.3K	0.16%	51
2022 Q4	$4.87M	Buy	45,016 +1,195	+3%	+$127K	0.18%	56
2022 Q3	$4.16M	Sell	43,821 -501	-1%	-$52.1K	0.2%	47
2022 Q2	$4.51M	Sell	44,322 -3,891	-8%	-$422K	0.23%	46
2022 Q1	$5.41M	Buy	48,213 +371	+0.8%	+$41.4K	0.25%	44
2021 Q4	$5.36M	Sell	47,842 -103	-0.2%	-$11.2K	0.24%	45
2021 Q3	$4.96M	Sell	47,945 -88	-0.2%	-$9.3K	0.24%	45
2021 Q2	$5.03M	Sell	48,033 -5,399	-10%	-$567K	0.23%	47
2021 Q1	$5.4M	Buy	53,432 +8,489	+19%	+$819K	0.26%	47
2020 Q4	$4.11M	Buy	44,943 +2,135	+5%	+$185K	0.22%	50
2020 Q3	$3.46M	Sell	42,808 -73	-0.2%	-$5.98K	0.22%	54
2020 Q2	$3.38M	Sell	42,881 -1,225	-3%	-$95.2K	0.24%	51
2020 Q1	$3.12M	Sell	44,106 -915	-2%	-$78.6K	0.25%	51
2019 Q4	$4.22M	Sell	45,021 -16,328	-27%	-$1.48M	0.26%	58
2019 Q3	$5.44M	Buy	61,349 +17,231	+39%	+$1.51M	0.36%	44
2019 Q2	$3.85M	Buy	44,118 +164	+0.4%	+$14.2K	0.25%	56
2019 Q1	$3.77M	Sell	43,954 -528	-1%	-$44.1K	0.25%	57
2018 Q4	$3.47M	Sell	44,482 -1,852	-4%	-$154K	0.31%	54
2018 Q3	$4.04M	Sell	46,334 -2,514	-5%	-$218K	0.36%	43
2018 Q2	$4.06M	Sell	48,848 -2,529	-5%	-$212K	0.38%	43
2018 Q1	$4.24M	Buy	51,377 +173	+0.3%	+$14.9K	0.43%	39
2017 Q4	$4.38M	Sell	51,204 -133	-0.3%	-$11.1K	0.45%	44
2017 Q3	$4.16M	Buy	51,337 +1,266	+3%	+$100K	0.46%	41
2017 Q2	$3.91M	Sell	50,071 -1,263	-2%	-$98.4K	0.46%	43
2017 Q1	$3.99M	Buy	51,334 +884	+2%	+$68.2K	0.5%	42
2016 Q4	$3.82M	Buy	50,450 +3,563	+8%	+$261K	0.53%	44
2016 Q3	$3.38M	Buy	46,887 +15,205	+48%	+$1.1M	0.49%	42
2016 Q2	$2.26M	Buy	31,682 +8,852	+39%	+$619K	0.36%	47
2016 Q1	$1.58M	Buy	22,830 +2,407	+12%	+$158K	0.26%	55
2015 Q4	$1.36M	Buy	20,423 +450	+2%	+$30.2K	0.24%	62
2015 Q3	$1.25M	Buy	+19,973	New	+$1.31M	0.26%	56

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's VYM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $105K and leaving 33,291 shares worth $5.26M. The position accounts for 0.09% of the portfolio, ranked #99.

Signature Estate & Investment Advisors first reported a position in VYM in Q3 2015 and has held it in 44 quarters since. The position peaked at $5.44M in Q3 2019. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Signature Estate & Investment Advisors held 33,291 shares of Vanguard High Dividend Yield ETF worth $5.26M as of Q2 2026.
Signature Estate & Investment Advisors sold 671 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $105K.
Vanguard High Dividend Yield ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #99 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 44 quarters since.
Signature Estate & Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $5.44M in Q3 2019.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.