Soltis Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Soltis Investment 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	$673K	Sell	4,258 -510	-11%	-$79.7K	0.04%	305
2026 Q1	$706K	Buy	4,768 +413	+9%	+$62.1K	0.04%	273
2025 Q4	$625K	Buy	4,355 +130	+3%	+$18.5K	0.04%	286
2025 Q3	$596K	Buy	4,225 +2,311	+121%	+$318K	0.04%	277
2025 Q2	$255K	Buy	1,914 +262	+16%	+$33.2K	0.02%	348
2025 Q1	$213K	Buy	+1,652	New	+$216K	0.02%	345
2024 Q4	–	Sell	-1,621	Closed	-$208K	–	394
2024 Q3	$208K	Buy	+1,621	New	+$200K	0.02%	344
2024 Q2	–	Sell	-2,793	Closed	-$338K	–	347
2024 Q1	$338K	Buy	+2,793	New	+$320K	0.04%	237

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 22.9% 1-Year Est. Return

Soltis Investment Advisors's VYM Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $79.7K and leaving 4,258 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #305.

Soltis Investment Advisors first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $706K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Soltis Investment Advisors held 4,258 shares of Vanguard High Dividend Yield ETF worth $673K as of Q2 2026.
Soltis Investment Advisors sold 510 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $79.7K.
Vanguard High Dividend Yield ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #305 holding.
Soltis Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
Soltis Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $706K in Q1 2026.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.