Sterling Investment Counsel’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sterling Investment Counsel’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	$623K	Buy	3,941 +1,079	+38%	+$169K	0.15%	89
2026 Q1	$424K	Buy	2,862 +6	+0.2%	+$902	0.12%	111
2025 Q4	$410K	Buy	2,856 +401	+16%	+$57K	0.12%	114
2025 Q3	$346K	Buy	+2,455	New	+$337K	0.11%	92
2025 Q2	–	Sell	-2,003	Closed	-$258K	–	179
2025 Q1	$258K	Buy	+2,003	New	+$262K	0.09%	142

Other funds holding VYM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Sterling Investment Counsel's VYM Position: Q2 2026 in Review

Sterling Investment Counsel increased its Vanguard High Dividend Yield ETF (VYM) stake by 38% in Q2 2026, buying an estimated $169K and bringing the position to 3,941 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #89.

Sterling Investment Counsel first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sterling Investment Counsel held 3,941 shares of Vanguard High Dividend Yield ETF worth $623K as of Q2 2026.
Sterling Investment Counsel bought 1,079 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $169K.
Vanguard High Dividend Yield ETF made up 0.15% of Sterling Investment Counsel's portfolio in Q2 2026, its #89 holding.
Sterling Investment Counsel first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.