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Southland Equity Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Southland Equity Partners’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 		$1.12M Sell
7,104
-84
-1% -$13.1K 0.2% 94
2026
Q1 		$1.06M Buy
7,188
+49
+0.7% +$7.37K 0.21% 87
2025
Q4 		$1.02M Sell
7,139
-127
-2% -$18.1K 0.2% 88
2025
Q3 		$1.02M Sell
7,266
-51
-0.7% -$7.01K 0.21% 84
2025
Q2 		$975K Sell
7,317
-8
-0.1% -$1.01K 0.21% 80
2025
Q1 		$945K Sell
7,325
-63
-0.9% -$8.25K 0.22% 80
2024
Q4 		$943K Sell
7,388
-233
-3% -$30.4K 0.22% 80
2024
Q3 		$977K Sell
7,621
-75
-1% -$9.26K 0.24% 73
2024
Q2 		$913K Sell
7,696
-27,906
-78% -$3.31M 0.26% 71
2024
Q1 		$4.31M Buy
35,602
+1,129
+3% +$129K 1.21% 19
2023
Q4 		$3.85M Buy
34,473
+1,259
+4% +$132K 1.2% 18
2023
Q3 		$3.43M Buy
33,214
+782
+2% +$83.9K 1.18% 19
2023
Q2 		$3.44M Buy
32,432
+3,283
+11% +$344K 1.16% 19
2023
Q1 		$3.08M Buy
29,149
+132
+0.5% +$14.2K 1.21% 19
2022
Q4 		$3.14M Sell
29,017
-1,534
-5% -$163K 1.21% 17
2022
Q3 		$2.9M Sell
30,551
-2,911
-9% -$303K 1.42% 18
2022
Q2 		$3.4M Buy
33,462
+1,277
+4% +$138K 1.55% 16
2022
Q1 		$3.61M Buy
32,185
+10,127
+46% +$1.13M 1.5% 15
2021
Q4 		$2.47M Buy
22,058
+4,185
+23% +$455K 1.01% 18
2021
Q3 		$1.85M Buy
17,873
+1,068
+6% +$113K 0.85% 23
2021
Q2 		$1.76M Buy
16,805
+8,329
+98% +$875K 0.83% 25
2021
Q1 		$857K Sell
8,476
-184
-2% -$17.7K 0.49% 42
2020
Q4 		$792K Buy
+8,660
New +$752K 0.53% 40

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southland Equity Partners's VYM Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $13.1K and leaving 7,104 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #94.

Southland Equity Partners first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.31M in Q1 2024. 554 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Southland Equity Partners held 7,104 shares of Vanguard High Dividend Yield ETF worth $1.12M as of Q2 2026.
  • Southland Equity Partners sold 84 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard High Dividend Yield ETF made up 0.2% of Southland Equity Partners's portfolio in Q2 2026, its #94 holding.
  • Southland Equity Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard High Dividend Yield ETF position peaked at $4.31M in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.