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

Stillwater Capital 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	$12.6M	Buy	79,556 +3,814	+5%	+$596K	1.28%	29
2026 Q1	$11.2M	Buy	75,742 +3,351	+5%	+$504K	1.28%	30
2025 Q4	$10.4M	Buy	72,391 +10,609	+17%	+$1.51M	1.12%	30
2025 Q3	$8.71M	Buy	61,782 +527	+0.9%	+$72.4K	0.98%	30
2025 Q2	$8.17M	Buy	61,255 +163	+0.3%	+$20.6K	1.04%	30
2025 Q1	$7.88M	Buy	61,092 +4,623	+8%	+$605K	1.1%	30
2024 Q4	$7.2M	Sell	56,469 -312	-0.5%	-$40.7K	0.89%	32
2024 Q3	$7.28M	Buy	56,781 +550	+1%	+$67.9K	0.94%	32
2024 Q2	$6.67M	Sell	56,231 -668	-1%	-$79.2K	0.93%	33
2024 Q1	$6.88M	Sell	56,899 -1,194	-2%	-$137K	1.02%	30
2023 Q4	$6.48M	Buy	58,093 +416	+0.7%	+$43.7K	1.04%	32
2023 Q3	$5.96M	Buy	57,677 +680	+1%	+$73K	1.08%	32
2023 Q2	$6.05M	Sell	56,997 -142	-0.2%	-$14.9K	1.07%	32
2023 Q1	$6.03M	Buy	57,139 +3,048	+6%	+$328K	1.17%	31
2022 Q4	$5.85M	Sell	54,091 -2,847	-5%	-$303K	1.23%	29
2022 Q3	$5.4M	Sell	56,938 -743	-1%	-$77.3K	1.23%	29
2022 Q2	$5.87M	Buy	57,681 +6,740	+13%	+$730K	1.09%	33
2022 Q1	$5.72M	Buy	50,941 +6,760	+15%	+$754K	0.92%	34
2021 Q4	$4.95M	Buy	44,181 +505	+1%	+$54.9K	0.75%	34
2021 Q3	$4.51M	Buy	43,676 +2,776	+7%	+$293K	0.74%	35
2021 Q2	$4.29M	Buy	40,900 +758	+2%	+$79.6K	0.71%	34
2021 Q1	$4.06M	Buy	40,142 +3,438	+9%	+$332K	0.74%	34
2020 Q4	$3.36M	Buy	36,704 +545	+2%	+$47.3K	0.64%	35
2020 Q3	$2.93M	Sell	36,159 -1,461	-4%	-$120K	0.64%	34
2020 Q2	$2.96M	Buy	37,620 +10,158	+37%	+$790K	0.71%	34
2020 Q1	$1.94M	Buy	27,462 +1,571	+6%	+$135K	0.57%	37
2019 Q4	$2.43M	Buy	25,891 +792	+3%	+$71.8K	0.55%	40
2019 Q3	$2.23M	Buy	25,099 +279	+1%	+$24.4K	0.56%	40
2019 Q2	$2.17M	Sell	24,820 -5,311	-18%	-$459K	0.54%	41
2019 Q1	$2.58M	Sell	30,131 -1,094	-4%	-$91.4K	0.56%	44
2018 Q4	$2.44M	Sell	31,225 -14,000	-31%	-$1.17M	0.61%	40
2018 Q3	$3.94M	Sell	45,225 -521	-1%	-$45.1K	0.82%	38
2018 Q2	$3.8M	Buy	45,746 +11,115	+32%	+$931K	0.91%	36
2018 Q1	$2.86M	Buy	34,631 +3,423	+11%	+$294K	0.69%	40
2017 Q4	$2.67M	Buy	31,208 +1,811	+6%	+$151K	0.63%	40
2017 Q3	$2.38M	Buy	29,397 +3,022	+11%	+$240K	0.62%	38
2017 Q2	$2.06M	Buy	26,375 +2,360	+10%	+$184K	0.52%	40
2017 Q1	$1.86M	Buy	24,015 +3,137	+15%	+$242K	0.5%	40
2016 Q4	$1.58M	Buy	20,878 +1,257	+6%	+$92.2K	0.42%	41
2016 Q3	$1.42M	Buy	19,621 +402	+2%	+$29.2K	0.41%	39
2016 Q2	$1.37M	Buy	+19,219	New	+$1.34M	0.41%	39

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

Stillwater Capital Advisors's VYM Position: Q2 2026 in Review

Stillwater Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5% in Q2 2026, buying an estimated $596K and bringing the position to 79,556 shares worth $12.6M. The position accounts for 1.28% of the portfolio, ranked #29.

Stillwater Capital Advisors first reported a position in VYM in Q2 2016 and has held it in 41 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Stillwater Capital Advisors held 79,556 shares of Vanguard High Dividend Yield ETF worth $12.6M as of Q2 2026.
Stillwater Capital Advisors bought 3,814 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $596K.
Vanguard High Dividend Yield ETF made up 1.28% of Stillwater Capital Advisors's portfolio in Q2 2026, its #29 holding.
Stillwater Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 41 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.