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Sonora Investment Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sonora Investment Management 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
2025
Q3 		$532K Buy
3,778
+150
+4% +$20.6K 0.04% 160
2025
Q2 		$484K Buy
3,628
+669
+23% +$84.8K 0.04% 174
2025
Q1 		$382K Buy
+2,959
New +$387K 0.03% 190
2024
Q3 		– Sell
-2,433
Closed -$294K – 306
2024
Q2 		$294K Hold
2,433
– – 0.02% 225
2024
Q1 		$294K Buy
2,433
+360
+17% +$41.2K 0.02% 226
2023
Q4 		$231K Buy
+2,073
New +$218K 0.02% 234
2023
Q3 		– Sell
-1,925
Closed -$204K – 282
2023
Q2 		$204K Sell
1,925
-267
-12% -$28K 0.02% 248
2023
Q1 		$231K Sell
2,192
-753
-26% -$81K 0.02% 234
2022
Q4 		$319K Buy
+2,945
New +$313K 0.03% 201

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management Group's VYM Position: Q3 2025 in Review

Sonora Investment Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.1% in Q3 2025, buying an estimated $20.6K and bringing the position to 3,778 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #160.

Sonora Investment Management Group first reported a position in VYM in Q4 2022 and has held it in 9 quarters since. 1,838 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Sonora Investment Management Group held 3,778 shares of Vanguard High Dividend Yield ETF worth $532K as of Q3 2025.
  • Sonora Investment Management Group bought 150 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $20.6K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #160 holding.
  • Sonora Investment Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,838 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.