Stelac Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stelac Advisory 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	$155K	Hold	979	–	–	0.03%	142
2026 Q1	$145K	Hold	979	–	–	0.03%	141
2025 Q4	$141K	Hold	979	–	–	0.05%	97
2025 Q3	$138K	Hold	979	–	–	0.05%	96
2025 Q2	$131K	Hold	979	–	–	0.05%	93
2025 Q1	$126K	Hold	979	–	–	0.05%	90
2024 Q4	$125K	Hold	979	–	–	0.05%	94
2024 Q3	$126K	Hold	979	–	–	0.05%	96
2024 Q2	$116K	Hold	979	–	–	0.05%	98
2024 Q1	$118K	Hold	979	–	–	0.06%	98
2023 Q4	$109K	Hold	979	–	–	0.06%	87
2023 Q3	$101K	Hold	979	–	–	0.06%	103
2023 Q2	$104K	Hold	979	–	–	0.05%	152
2023 Q1	$103K	Hold	979	–	–	0.04%	151
2022 Q4	$106K	Buy	+979	New	+$104K	0.05%	148
2022 Q2	–	Sell	-979	Closed	-$110K	–	188
2022 Q1	$110K	Hold	979	–	–	0.04%	164
2021 Q4	$110K	Hold	979	–	–	0.03%	183
2021 Q3	$101K	Hold	979	–	–	0.03%	214
2021 Q2	$103K	Buy	+979	New	+$103K	0.02%	282
2021 Q1	–	Sell	-3,443	Closed	-$315K	–	270
2020 Q4	$315K	Buy	+3,443	New	+$299K	0.08%	140
2017 Q3	–	Sell	-4,000	Closed	-$313K	–	84
2017 Q2	$313K	Hold	4,000	–	–	0.1%	45
2017 Q1	$311K	Hold	4,000	–	–	0.1%	46
2016 Q4	$303K	Hold	4,000	–	–	0.1%	48
2016 Q3	$289K	Hold	4,000	–	–	0.09%	37
2016 Q2	$286K	Hold	4,000	–	–	0.09%	40
2016 Q1	$276K	Hold	4,000	–	–	0.09%	34
2015 Q4	$267K	Hold	4,000	–	–	0.08%	36
2015 Q3	$251K	Buy	+4,000	New	+$263K	0.07%	36

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stelac Advisory Services's VYM Position: Q2 2026 in Review

Stelac Advisory Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 979 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #142.

Stelac Advisory Services first reported a position in VYM in Q3 2015 and has held it in 28 quarters since. The position peaked at $315K in Q4 2020. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Stelac Advisory Services held 979 shares of Vanguard High Dividend Yield ETF worth $155K as of Q2 2026.
Stelac Advisory Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Stelac Advisory Services's portfolio in Q2 2026, its #142 holding.
Stelac Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 28 quarters since.
Stelac Advisory Services's Vanguard High Dividend Yield ETF position peaked at $315K in Q4 2020.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.