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

Spectrum Investment 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 		$223K Hold
1,411
– – 0.09% 67
2026
Q1 		$209K Sell
1,411
-813
-37% -$122K 0.1% 44
2025
Q4 		$319K Buy
+2,224
New +$316K 0.16% 35

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

Spectrum Investment Advisors's VYM Position: Q2 2026 in Review

Spectrum Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,411 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #67.

Spectrum Investment Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Spectrum Investment Advisors held 1,411 shares of Vanguard High Dividend Yield ETF worth $223K as of Q2 2026.
  • Spectrum Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.09% of Spectrum Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Spectrum Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Spectrum Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $319K in Q4 2025.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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