SQA
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Simon Quick Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Simon Quick 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 		$4.54M Buy
28,718
+6,052
+27% +$946K 0.18% 86
2026
Q1 		$3.36M Sell
22,666
-240
-1% -$36.1K 0.15% 105
2025
Q4 		$3.29M Sell
22,906
-6,539
-22% -$930K 0.14% 100
2025
Q3 		$4.15M Sell
29,445
-96
-0.3% -$13.2K 0.19% 79
2025
Q2 		$3.94M Buy
29,541
+875
+3% +$111K 0.2% 79
2025
Q1 		$3.7M Sell
28,666
-228
-0.8% -$29.8K 0.21% 56
2024
Q4 		$3.69M Sell
28,894
-161
-0.6% -$21K 0.22% 47
2024
Q3 		$3.72M Buy
29,055
+31
+0.1% +$3.83K 0.24% 49
2024
Q2 		$3.44M Sell
29,024
-3,502
-11% -$415K 0.24% 51
2024
Q1 		$3.94M Sell
32,526
-4
-0% -$458 0.29% 44
2023
Q4 		$3.63M Sell
32,530
-6,061
-16% -$637K 0.32% 48
2023
Q3 		$3.99M Sell
38,591
-617
-2% -$66.2K 0.38% 43
2023
Q2 		$4.16M Sell
39,208
-544
-1% -$57.1K 0.38% 45
2023
Q1 		$4.19M Sell
39,752
-1,080
-3% -$116K 0.45% 39
2022
Q4 		$4.42M Sell
40,832
-6,055
-13% -$644K 0.52% 37
2022
Q3 		$4.45M Buy
46,887
+1,119
+2% +$116K 0.63% 30
2022
Q2 		$4.83M Buy
45,768
+17,926
+64% +$1.94M 0.63% 30
2022
Q1 		$3.13M Buy
27,842
+83
+0.3% +$9.26K 0.89% 18
2021
Q4 		$3.11M Sell
27,759
-127
-0.5% -$13.8K 0.83% 19
2021
Q3 		$2.88M Sell
27,886
-2,724
-9% -$288K 0.74% 19
2021
Q2 		$3.21M Buy
30,610
+245
+0.8% +$25.7K 0.85% 17
2021
Q1 		$3.07M Buy
30,365
+265
+0.9% +$25.6K 0.9% 19
2020
Q4 		$2.75M Sell
30,100
-136,088
-82% -$11.8M 0.83% 21
2020
Q3 		$13.4M Sell
166,188
-434
-0.3% -$35.5K 3.83% 7
2020
Q2 		$13.1M Sell
166,622
-74,258
-31% -$5.77M 4.97% 6
2020
Q1 		$17M Buy
240,880
+173,600
+258% +$14.9M 6.32% 4
2019
Q4 		$6.3M Buy
67,280
+3,377
+5% +$306K 2.28% 15
2019
Q3 		$5.67M Sell
63,903
-2,219
-3% -$194K 2.5% 14
2019
Q2 		$5.78M Sell
66,122
-9,923
-13% -$858K 2.93% 11
2019
Q1 		$6.51M Sell
76,045
-3,084
-4% -$258K 2.72% 10
2018
Q4 		$6.17M Sell
79,129
-87,984
-53% -$7.34M 2.24% 14
2018
Q3 		$14.6M Buy
167,113
+7,688
+5% +$665K 5.88% 5
2018
Q2 		$13.2M Sell
159,425
-42,863
-21% -$3.59M 5.62% 6
2018
Q1 		$16.7M Buy
202,288
+114,184
+130% +$9.82M 6.99% 4
2017
Q4 		$7.85M Buy
88,104
+6,147
+8% +$514K 3.5% 8
2017
Q3 		$6.64M Buy
81,957
+2,011
+3% +$160K 2.41% 12
2017
Q2 		$6.25M Sell
79,946
-65,885
-45% -$5.13M 3.53% 11
2017
Q1 		$11.3M Sell
145,831
-104,081
-42% -$8.03M 6.71% 2
2016
Q4 		$18.9M Buy
+249,912
New +$18.3M 14.14% 1

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Simon Quick Advisors's VYM Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 27% in Q2 2026, buying an estimated $946K and bringing the position to 28,718 shares worth $4.54M. The position accounts for 0.18% of the portfolio, ranked #86.

Simon Quick Advisors first reported a position in VYM in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.9M in Q4 2016. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Simon Quick Advisors held 28,718 shares of Vanguard High Dividend Yield ETF worth $4.54M as of Q2 2026.
  • Simon Quick Advisors bought 6,052 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $946K.
  • Vanguard High Dividend Yield ETF made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #86 holding.
  • Simon Quick Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's Vanguard High Dividend Yield ETF position peaked at $18.9M in Q4 2016.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.