SHIM
VYM icon

Stone House Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stone House Investment Management’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 		$280K Buy
1,769
+56
+3% +$8.75K 0.04% 74
2026
Q1 		$254K Buy
1,713
+76
+5% +$11.4K 0.05% 61
2025
Q4 		$235K Buy
1,637
+466
+40% +$66.3K 0.04% 66
2025
Q3 		$165K Buy
1,171
+91
+8% +$12.5K 0.03% 85
2025
Q2 		$144K Buy
1,080
+874
+424% +$111K 0.03% 91
2025
Q1 		$26.6K Buy
+206
New +$27K 0.01% 191
2024
Q4 		– Sell
-206
Closed -$26.4K – 352
2024
Q3 		$26.4K Hold
206
– – 0.01% 160
2024
Q2 		$24.4K Sell
206
-12
-6% -$1.42K 0.01% 171
2024
Q1 		$26.4K Hold
218
– – 0.01% 172
2023
Q4 		$24.4K Hold
218
– – 0.01% 113
2023
Q3 		$22.6K Sell
218
-1,079
-83% -$116K 0.01% 113
2023
Q2 		$138K Sell
1,297
-1,252
-49% -$131K 0.05% 46
2023
Q1 		$269K Buy
+2,549
New +$274K 0.09% 30
2020
Q2 		– Sell
-5,112
Closed -$362K – 42
2020
Q1 		$362K Buy
+5,112
New +$439K 0.21% 27
2019
Q4 		– Sell
-5,310
Closed -$471K – 50
2019
Q3 		$471K Sell
5,310
-724
-12% -$63.4K 0.23% 36
2019
Q2 		$527K Buy
6,034
+33
+0.5% +$2.85K 0.28% 32
2019
Q1 		$514K Sell
6,001
-1,589
-21% -$133K 0.27% 37
2018
Q4 		$592K Sell
7,590
-191
-2% -$15.9K 0.37% 34
2018
Q3 		$678K Sell
7,781
-4,038
-34% -$349K 0.39% 33
2018
Q2 		$982K Buy
11,819
+7,684
+186% +$643K 0.63% 28
2018
Q1 		$341K Sell
4,135
-281
-6% -$24.2K 0.22% 33
2017
Q4 		$378K Buy
4,416
+31
+0.7% +$2.59K 0.26% 29
2017
Q3 		$356K Buy
4,385
+31
+0.7% +$2.46K 0.25% 32
2017
Q2 		$340K Sell
4,354
-213
-5% -$16.6K 0.24% 33
2017
Q1 		$355K Buy
4,567
+32
+0.7% +$2.47K 0.27% 32
2016
Q4 		$344K Buy
+4,535
New +$333K 0.29% 32

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

Stone House Investment Management's VYM Position: Q2 2026 in Review

Stone House Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q2 2026, buying an estimated $8.75K and bringing the position to 1,769 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #74.

Stone House Investment Management first reported a position in VYM in Q4 2016 and has held it in 26 quarters since. The position peaked at $982K in Q2 2018. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Stone House Investment Management held 1,769 shares of Vanguard High Dividend Yield ETF worth $280K as of Q2 2026.
  • Stone House Investment Management bought 56 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.75K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #74 holding.
  • Stone House Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 26 quarters since.
  • Stone House Investment Management's Vanguard High Dividend Yield ETF position peaked at $982K in Q2 2018.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.