Smith & Howard Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Smith & Howard 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	$302K	Sell	1,908 -370	-16%	-$57.8K	0.06%	72
2026 Q1	$337K	Buy	2,278 +370	+19%	+$55.6K	0.07%	63
2025 Q4	$274K	Hold	1,908	–	–	0.06%	68
2025 Q3	$269K	Hold	1,908	–	–	0.06%	65
2025 Q2	$254K	Hold	1,908	–	–	0.06%	68
2025 Q1	$246K	Hold	1,908	–	–	0.07%	69
2024 Q4	$243K	Hold	1,908	–	–	0.07%	69
2024 Q3	$245K	Hold	1,908	–	–	0.07%	73
2024 Q2	$226K	Hold	1,908	–	–	0.07%	75
2024 Q1	$231K	Hold	1,908	–	–	0.07%	74
2023 Q4	$213K	Buy	+1,908	New	+$200K	0.08%	70
2023 Q3	–	Sell	-1,908	Closed	-$202K	–	72
2023 Q2	$202K	Hold	1,908	–	–	0.07%	68
2023 Q1	$201K	Hold	1,908	–	–	0.07%	70
2022 Q4	$206K	Buy	+1,908	New	+$203K	0.08%	68

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

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

Smith & Howard Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q2 2026, selling an estimated $57.8K and leaving 1,908 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #72.

Smith & Howard Wealth Management first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $337K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Smith & Howard Wealth Management held 1,908 shares of Vanguard High Dividend Yield ETF worth $302K as of Q2 2026.
Smith & Howard Wealth Management sold 370 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $57.8K.
Vanguard High Dividend Yield ETF made up 0.06% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #72 holding.
Smith & Howard Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Smith & Howard Wealth Management's Vanguard High Dividend Yield ETF position peaked at $337K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.