SFS
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Sowell Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sowell Financial Services’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 		$4.34M Sell
27,456
-2,027
-7% -$317K 0.14% 152
2026
Q1 		$4.37M Buy
29,483
+864
+3% +$130K 0.16% 130
2025
Q4 		$4.11M Buy
28,619
+83
+0.3% +$11.8K 0.15% 135
2025
Q3 		$4.02M Buy
28,536
+260
+0.9% +$35.7K 0.15% 133
2025
Q2 		$3.77M Buy
28,276
+609
+2% +$77.2K 0.15% 138
2025
Q1 		$3.57M Buy
27,667
+2,385
+9% +$312K 0.16% 134
2024
Q4 		$3.23M Sell
25,282
-15,186
-38% -$1.98M 0.17% 139
2024
Q3 		$5.19M Sell
40,468
-2,318
-5% -$286K 0.24% 104
2024
Q2 		$5.07M Buy
42,786
+1,868
+5% +$222K 0.24% 97
2024
Q1 		$4.95M Sell
40,918
-1,274
-3% -$146K 0.23% 108
2023
Q4 		$4.71M Sell
42,192
-9,336
-18% -$981K 0.26% 106
2023
Q3 		$5.32M Buy
51,528
+2,160
+4% +$232K 0.33% 80
2023
Q2 		$5.24M Buy
49,368
+16,055
+48% +$1.68M 0.29% 84
2023
Q1 		$3.51M Buy
33,313
+3,628
+12% +$390K 0.27% 87
2022
Q4 		$3.21M Buy
29,685
+7,030
+31% +$748K 0.21% 129
2022
Q3 		$2.15M Sell
22,655
-9,236
-29% -$960K 0.22% 128
2022
Q2 		$3.08M Sell
31,891
-13,428
-30% -$1.46M 0.28% 80
2022
Q1 		$3.85M Buy
45,319
+5,895
+15% +$657K 0.67% 27
2021
Q4 		$4.42M Sell
39,424
-1,598
-4% -$174K 0.25% 86
2021
Q3 		$4.24M Sell
41,022
-15,561
-28% -$1.65M 0.29% 88
2021
Q2 		$5.93M Buy
56,583
+559
+1% +$58.7K 0.39% 61
2021
Q1 		$5.99M Buy
56,024
+16,929
+43% +$1.63M 0.21% 101
2020
Q4 		$3.58M Buy
39,095
+28,033
+253% +$2.44M 0.15% 125
2020
Q3 		$895K Sell
11,062
-1,111
-9% -$91K 0.04% 321
2020
Q2 		$959K Buy
12,173
+709
+6% +$55.1K 0.05% 283
2020
Q1 		$811K Sell
11,464
-1,861
-14% -$160K 0.06% 281
2019
Q4 		$1.25M Buy
13,325
+768
+6% +$69.6K 0.1% 220
2019
Q3 		$1.11M Buy
+12,557
New +$1.1M 0.09% 233
2019
Q1 		$1.33M Buy
15,585
+143
+0.9% +$11.9K 0.15% 154
2018
Q4 		$1.2M Sell
15,442
-11,143
-42% -$929K 0.17% 129
2018
Q3 		$2.31M Buy
+26,585
New +$2.3M 0.34% 61

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sowell Financial Services's VYM Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.9% in Q2 2026, selling an estimated $317K and leaving 27,456 shares worth $4.34M. The position accounts for 0.14% of the portfolio, ranked #152.

Sowell Financial Services first reported a position in VYM in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.99M in Q1 2021. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sowell Financial Services held 27,456 shares of Vanguard High Dividend Yield ETF worth $4.34M as of Q2 2026.
  • Sowell Financial Services sold 2,027 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $317K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #152 holding.
  • Sowell Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 31 quarters since.
  • Sowell Financial Services's Vanguard High Dividend Yield ETF position peaked at $5.99M in Q1 2021.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.