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

Smith Salley 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	$962K	Sell	6,084 -47	-0.8%	-$7.34K	0.04%	159
2026 Q1	$908K	Sell	6,131 -17,545	-74%	-$2.64M	0.05%	159
2025 Q4	$3.4M	Buy	23,676 +15,026	+174%	+$2.14M	0.17%	93
2025 Q3	$1.22M	Buy	8,650 +200	+2%	+$27.5K	0.06%	137
2025 Q2	$1.13M	Sell	8,450 -97	-1%	-$12.3K	0.07%	141
2025 Q1	$1.1M	Sell	8,547 -4,831	-36%	-$632K	0.07%	137
2024 Q4	$1.71M	Buy	13,378 +4,852	+57%	+$633K	0.11%	114
2024 Q3	$1.09M	Hold	8,526	–	–	0.07%	138
2024 Q2	$1.01M	Hold	8,526	–	–	0.07%	137
2024 Q1	$1.03M	Sell	8,526 -2,723	-24%	-$312K	0.08%	126
2023 Q4	$1.26M	Buy	11,249 +821	+8%	+$86.3K	0.08%	127
2023 Q3	$1.08M	Sell	10,428 -652	-6%	-$70K	0.08%	121
2023 Q2	$1.18M	Sell	11,080 -976	-8%	-$102K	0.09%	119
2023 Q1	$1.27M	Sell	12,056 -36,971	-75%	-$3.98M	0.1%	119
2022 Q4	$5.31M	Buy	49,027 +34,117	+229%	+$3.63M	0.45%	57
2022 Q3	$1.42M	Sell	14,910 -3,788	-20%	-$394K	0.13%	113
2022 Q2	$1.9M	Buy	18,698 +6,293	+51%	+$682K	0.16%	104
2022 Q1	$1.39M	Sell	12,405 -14,693	-54%	-$1.64M	0.11%	121
2021 Q4	$3.04M	Buy	27,098 +15,054	+125%	+$1.64M	0.22%	89
2021 Q3	$1.25M	Buy	12,044 +1,145	+11%	+$121K	0.1%	129
2021 Q2	$1.14M	Sell	10,899 -585	-5%	-$61.4K	0.09%	133
2021 Q1	$1.16M	Buy	11,484 +700	+6%	+$67.5K	0.1%	119
2020 Q4	$987K	Buy	10,784 +6,868	+175%	+$597K	0.1%	115
2020 Q3	$317K	Sell	3,916 -600	-13%	-$49.1K	0.04%	161
2020 Q2	$356K	Hold	4,516	–	–	0.05%	147
2020 Q1	$320K	Hold	4,516	–	–	0.05%	145
2019 Q4	$423K	Hold	4,516	–	–	0.06%	139
2019 Q3	$401K	Hold	4,516	–	–	0.06%	137
2019 Q2	$395K	Buy	+4,516	New	+$390K	0.06%	141

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Smith Salley Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.77% in Q2 2026, selling an estimated $7.34K and leaving 6,084 shares worth $962K. The position accounts for 0.04% of the portfolio, ranked #159.

Smith Salley Wealth Management first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.31M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Smith Salley Wealth Management held 6,084 shares of Vanguard High Dividend Yield ETF worth $962K as of Q2 2026.
Smith Salley Wealth Management sold 47 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.34K.
Vanguard High Dividend Yield ETF made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #159 holding.
Smith Salley Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
Smith Salley Wealth Management's Vanguard High Dividend Yield ETF position peaked at $5.31M in Q4 2022.
1,211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.