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Sound View Wealth Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sound View Wealth Advisors 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 		$9.42M Sell
59,618
-1,084
-2% -$169K 0.58% 42
2026
Q1 		$8.99M Sell
60,702
-818
-1% -$123K 0.61% 44
2025
Q4 		$8.83M Buy
61,520
+1,814
+3% +$258K 0.59% 43
2025
Q3 		$8.42M Sell
59,706
-1,188
-2% -$163K 0.58% 44
2025
Q2 		$8.12M Sell
60,894
-2,877
-5% -$364K 0.6% 44
2025
Q1 		$8.22M Sell
63,771
-1,721
-3% -$225K 0.67% 42
2024
Q4 		$8.36M Buy
65,492
+4,963
+8% +$647K 0.67% 37
2024
Q3 		$7.76M Buy
60,529
+9,083
+18% +$1.12M 0.63% 44
2024
Q2 		$6.1M Buy
51,446
+3,987
+8% +$473K 0.63% 45
2024
Q1 		$5.74M Sell
47,459
-1,613
-3% -$185K 0.61% 45
2023
Q4 		$5.48M Buy
49,072
+7,947
+19% +$835K 0.6% 43
2023
Q3 		$4.25M Buy
41,125
+2,658
+7% +$285K 0.53% 48
2023
Q2 		$4.08M Sell
38,467
-2,888
-7% -$303K 0.53% 49
2023
Q1 		$4.36M Sell
41,355
-7,717
-16% -$830K 0.6% 42
2022
Q4 		$5.48M Buy
49,072
+26,612
+118% +$2.83M 0.6% 43
2022
Q3 		$2.13M Buy
22,460
+81
+0.4% +$8.42K 0.48% 56
2022
Q2 		$2.28M Buy
22,379
+2,978
+15% +$323K 0.48% 57
2022
Q1 		$2.18M Buy
19,401
+4,125
+27% +$460K 0.41% 63
2021
Q4 		$1.71M Buy
15,276
+4,096
+37% +$446K 0.32% 76
2021
Q3 		$1.16M Buy
11,180
+1,431
+15% +$151K 0.24% 105
2021
Q2 		$1.02M Buy
9,749
+2,461
+34% +$258K 0.21% 113
2021
Q1 		$737K Sell
7,288
-1,154
-14% -$111K 0.17% 124
2020
Q4 		$772K Buy
8,442
+1,894
+29% +$165K 0.19% 118
2020
Q3 		$530K Buy
6,548
+236
+4% +$19.3K 0.14% 138
2020
Q2 		$497K Sell
6,312
-1,096
-15% -$85.2K 0.14% 131
2020
Q1 		$524K Sell
7,408
-224
-3% -$19.2K 0.18% 117
2019
Q4 		$715K Buy
7,632
+1,418
+23% +$129K 0.2% 116
2019
Q3 		$551K Buy
6,214
+582
+10% +$50.9K 0.16% 130
2019
Q2 		$492K Buy
+5,632
New +$487K 0.15% 144

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound View Wealth Advisors Group's VYM Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $169K and leaving 59,618 shares worth $9.42M. The position accounts for 0.58% of the portfolio, ranked #42.

Sound View Wealth Advisors Group first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sound View Wealth Advisors Group held 59,618 shares of Vanguard High Dividend Yield ETF worth $9.42M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,084 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $169K.
  • Vanguard High Dividend Yield ETF made up 0.58% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #42 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.