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Stokes Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stokes Family Office’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 		$9.19M Sell
58,152
-28,664
-33% -$4.48M 1.07% 23
2026
Q1 		$12.9M Sell
86,816
-698
-0.8% -$105K 1.33% 16
2025
Q4 		$12.6M Buy
87,514
+77
+0.1% +$11K 1.15% 19
2025
Q3 		$12.3M Sell
87,437
-65
-0.1% -$8.93K 1.17% 21
2025
Q2 		$11.7M Sell
87,502
-3,838
-4% -$486K 1.22% 20
2025
Q1 		$11.8M Sell
91,340
-5,579
-6% -$730K 1.32% 19
2024
Q4 		$12.4M Buy
96,919
+45
+0% +$5.87K 1.32% 18
2024
Q3 		$12.4M Buy
96,874
+233
+0.2% +$28.8K 1.36% 18
2024
Q2 		$11.5M Sell
96,641
-5,015
-5% -$595K 1.34% 18
2024
Q1 		$12.3M Buy
101,656
+69
+0.1% +$7.91K 1.54% 15
2023
Q4 		$11.3M Sell
101,587
-11,038
-10% -$1.16M 1.53% 13
2023
Q3 		$11.6M Sell
112,625
-1,810
-2% -$194K 1.37% 13
2023
Q2 		$12.1M Sell
114,435
-5,059
-4% -$531K 1.4% 14
2023
Q1 		$12.6M Buy
119,494
+2,636
+2% +$284K 1.57% 14
2022
Q4 		$12.6M Buy
116,858
+2,073
+2% +$221K 1.63% 14
2022
Q3 		$10.9M Sell
114,785
-2,706
-2% -$281K 1.55% 14
2022
Q2 		$11.9M Sell
117,491
-253
-0.2% -$27.4K 1.63% 14
2022
Q1 		$13.2M Sell
117,744
-406
-0.3% -$45.3K 1.75% 12
2021
Q4 		$13.2M Buy
118,150
+4,134
+4% +$450K 1.65% 13
2021
Q3 		$11.8M Buy
114,016
+8
+0% +$846 1.64% 14
2021
Q2 		$11.9M Sell
114,008
-3,792
-3% -$398K 1.69% 13
2021
Q1 		$11.9M Buy
117,800
+1,612
+1% +$156K 1.85% 12
2020
Q4 		$10.6M Sell
116,188
-51
-0% -$4.43K 2.1% 9
2020
Q3 		$9.41M Sell
116,239
-6,361
-5% -$521K 2.13% 9
2020
Q2 		$9.66M Sell
122,600
-979
-0.8% -$76.1K 2.44% 8
2020
Q1 		$8.74M Buy
123,579
+608
+0.5% +$52.2K 2.33% 11
2019
Q4 		$11.5M Buy
+122,971
New +$11.2M 2.56% 9

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

Stokes Family Office's VYM Position: Q2 2026 in Review

Stokes Family Office reduced its Vanguard High Dividend Yield ETF (VYM) stake by 33% in Q2 2026, selling an estimated $4.48M and leaving 58,152 shares worth $9.19M. The position accounts for 1.07% of the portfolio, ranked #23.

Stokes Family Office first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q4 2021. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Stokes Family Office held 58,152 shares of Vanguard High Dividend Yield ETF worth $9.19M as of Q2 2026.
  • Stokes Family Office sold 28,664 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.48M.
  • Vanguard High Dividend Yield ETF made up 1.07% of Stokes Family Office's portfolio in Q2 2026, its #23 holding.
  • Stokes Family Office first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Vanguard High Dividend Yield ETF position peaked at $13.2M in Q4 2021.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.