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

SRH 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 Q1	$1.52M	Sell	10,236 -967	-9%	-$145K	0.43%	17
2025 Q4	$1.61M	Sell	11,203 -238	-2%	-$33.8K	0.46%	17
2025 Q3	$1.61M	Sell	11,441 -813	-7%	-$112K	0.47%	17
2025 Q2	$1.63M	Hold	12,254	–	–	0.5%	16
2025 Q1	$1.58M	Sell	12,254 -1,133	-8%	-$148K	0.49%	17
2024 Q4	$1.71M	Sell	13,387 -950	-7%	-$124K	0.51%	17
2024 Q3	$1.84M	Sell	14,337 -1,280	-8%	-$158K	0.56%	16
2024 Q2	$1.85M	Hold	15,617	–	–	0.62%	16
2024 Q1	$1.89M	Hold	15,617	–	–	0.6%	17
2023 Q4	$1.74M	Hold	15,617	–	–	0.61%	17
2023 Q3	$1.61M	Buy	15,617 +3,075	+25%	+$330K	0.79%	16
2023 Q2	$1.32M	Hold	12,542	–	–	0.7%	19
2023 Q1	$1.32M	Buy	12,542 +663	+6%	+$71.3K	0.7%	19
2022 Q4	$1.28M	Buy	11,879 +270	+2%	+$28.7K	0.71%	19
2022 Q3	$1.1M	Buy	11,609 +1,820	+19%	+$189K	1.43%	17
2022 Q2	$996K	Buy	9,789 +250	+3%	+$27.1K	1.23%	22
2022 Q1	$1.07M	Hold	9,539	–	–	1.19%	25
2021 Q4	$1.07M	Hold	9,539	–	–	1.21%	23
2021 Q3	$986K	Hold	9,539	–	–	1.2%	25
2021 Q2	$999K	Buy	9,539 +3,706	+64%	+$389K	1.24%	23
2021 Q1	$590K	Hold	5,833	–	–	0.84%	26
2020 Q4	$534K	Hold	5,833	–	–	0.88%	23
2020 Q3	$472K	Buy	5,833 +1,693	+41%	+$139K	0.91%	21
2020 Q2	$326K	Buy	4,140 +666	+19%	+$51.8K	0.81%	25
2020 Q1	$246K	Buy	3,474 +504	+17%	+$43.3K	0.68%	30
2019 Q4	$278K	Hold	2,970	–	–	0.89%	26
2019 Q3	$264K	Hold	2,970	–	–	0.89%	26
2019 Q2	$260K	Hold	2,970	–	–	0.89%	25
2019 Q1	$254K	Hold	2,970	–	–	0.9%	26
2018 Q4	$232K	Hold	2,970	–	–	0.89%	24
2018 Q3	$259K	Hold	2,970	–	–	0.89%	26
2018 Q2	$247K	Hold	2,970	–	–	0.93%	23
2018 Q1	$245K	Hold	2,970	–	–	0.97%	22
2017 Q4	$254K	Hold	2,970	–	–	1%	21
2017 Q3	$241K	Hold	2,970	–	–	1.02%	22
2017 Q2	$232K	Hold	2,970	–	–	1.11%	21
2017 Q1	$231K	Hold	2,970	–	–	1.08%	21
2016 Q4	$225K	Hold	2,970	–	–	1.12%	23
2016 Q3	$214K	Hold	2,970	–	–	1.12%	24
2016 Q2	$212K	Hold	2,970	–	–	1.13%	26
2016 Q1	$205K	Buy	2,970 +915	+45%	+$59.9K	1.13%	25
2015 Q4	$137K	Hold	2,055	–	–	0.81%	33
2015 Q3	$129K	Buy	2,055 +1,825	+793%	+$120K	0.76%	33
2015 Q2	$15K	Buy	230 +130	+130%	+$9.02K	0.09%	91
2015 Q1	$7K	Hold	100	–	–	0.05%	119
2014 Q4	$7K	Hold	100	–	–	0.05%	118
2014 Q3	$7K	Hold	100	–	–	0.05%	113
2014 Q2	$7K	Hold	100	–	–	0.06%	113
2014 Q1	$6K	Hold	100	–	–	0.05%	121
2013 Q4	$6K	Buy	+100	New	+$6.04K	0.06%	117

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SRH Advisors's VYM Position: Q1 2026 in Review

SRH Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.6% in Q1 2026, selling an estimated $145K and leaving 10,236 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #17.

SRH Advisors first reported a position in VYM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.89M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

SRH Advisors held 10,236 shares of Vanguard High Dividend Yield ETF worth $1.52M as of Q1 2026.
SRH Advisors sold 967 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $145K.
Vanguard High Dividend Yield ETF made up 0.43% of SRH Advisors's portfolio in Q1 2026, its #17 holding.
SRH Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Vanguard High Dividend Yield ETF position peaked at $1.89M in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.