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

Sovran 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 		$1.03M Buy
6,264
+131
+2% +$20.5K 0.08% 258
2026
Q1 		$964K Sell
6,133
-235
-4% -$35.3K 0.08% 252
2025
Q4 		$947K Sell
6,368
-124
-2% -$17.6K 0.08% 244
2025
Q3 		$914K Sell
6,492
-143
-2% -$19.6K 0.08% 228
2025
Q2 		$894K Buy
6,635
+447
+7% +$56.6K 0.09% 226
2025
Q1 		$748K Sell
6,188
-5,042
-45% -$660K 0.1% 216
2024
Q4 		$1.44M Buy
+11,230
New +$1.46M 0.21% 117

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

Sovran Advisors's VYM Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 6,264 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #258.

Sovran Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2024. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sovran Advisors held 6,264 shares of Vanguard High Dividend Yield ETF worth $1.03M as of Q2 2026.
  • Sovran Advisors bought 131 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #258 holding.
  • Sovran Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Vanguard High Dividend Yield ETF position peaked at $1.44M in Q4 2024.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.