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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Soltis Investment Advisors's VYM Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.5% in Q1 2026, buying an estimated $62.1K and bringing the position to 4,768 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #273.

Soltis Investment Advisors first reported a position in VYM in Q1 2024 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Soltis Investment Advisors held 4,768 shares of Vanguard High Dividend Yield ETF worth $706K as of Q1 2026.
Soltis Investment Advisors bought 413 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $62.1K.
Vanguard High Dividend Yield ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #273 holding.
Soltis Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 7 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.