Snider Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Snider Financial Group’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	$575K	Sell	3,636 -558	-13%	-$87.2K	0.15%	69
2026 Q1	$621K	Sell	4,194 -3,922	-48%	-$590K	0.19%	63
2025 Q4	$1.16M	Sell	8,116 -6,155	-43%	-$875K	0.31%	52
2025 Q3	$2.01M	Hold	14,271	–	–	0.55%	46
2025 Q2	$1.9M	Buy	14,271 +10	+0.1%	+$1.27K	0.55%	46
2025 Q1	$1.84M	Hold	14,261	–	–	0.6%	42
2024 Q4	$1.82M	Buy	+14,261	New	+$1.86M	0.56%	43

Other funds holding VYM

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Snider Financial Group's VYM Position: Q2 2026 in Review

Snider Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, selling an estimated $87.2K and leaving 3,636 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #69.

Snider Financial Group first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q3 2025. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Snider Financial Group held 3,636 shares of Vanguard High Dividend Yield ETF worth $575K as of Q2 2026.
Snider Financial Group sold 558 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $87.2K.
Vanguard High Dividend Yield ETF made up 0.15% of Snider Financial Group's portfolio in Q2 2026, its #69 holding.
Snider Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
Snider Financial Group's Vanguard High Dividend Yield ETF position peaked at $2.01M in Q3 2025.
456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.