Silver Oak Wealth Advisors Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Silver Oak Wealth Advisors Services’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	$283K	Hold	1,793	–	–	0.17%	30
2026 Q1	$266K	Hold	1,793	–	–	0.17%	31
2025 Q4	$257K	Hold	1,793	–	–	0.17%	31
2025 Q3	$253K	Sell	1,793 -198	-10%	-$27.2K	0.17%	31
2025 Q2	$265K	Hold	1,991	–	–	0.19%	32
2025 Q1	$257K	Hold	1,991	–	–	0.23%	29
2024 Q4	$254K	Buy	+1,991	New	+$260K	0.22%	35

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

Silver Oak Wealth Advisors Services's VYM Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,793 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #30.

Silver Oak Wealth Advisors Services first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Silver Oak Wealth Advisors Services held 1,793 shares of Vanguard High Dividend Yield ETF worth $283K as of Q2 2026.
Silver Oak Wealth Advisors Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.17% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #30 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.