Stonebridge Financial Group (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$1.37M	Buy	8,641 +262	+3%	+$40.9K	0.1%	117
2026 Q1	$1.24M	Buy	8,379 +189	+2%	+$28.4K	0.1%	116
2025 Q4	$1.18M	Buy	8,190 +419	+5%	+$59.6K	0.1%	112
2025 Q3	$1.1M	Sell	7,771 -432	-5%	-$59.4K	0.1%	115
2025 Q2	$1.09M	Buy	8,203 +3,022	+58%	+$383K	0.11%	112
2025 Q1	$668K	Buy	5,181 +56	+1%	+$7.33K	0.07%	127
2024 Q4	$654K	Buy	+5,125	New	+$668K	0.07%	131

Other funds holding VYM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VYM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q2 2026, buying an estimated $40.9K and bringing the position to 8,641 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #117.

Stonebridge Financial Group (Pennsylvania) first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,852 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 8,641 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 262 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $40.9K.
Vanguard High Dividend Yield ETF made up 0.1% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #117 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,852 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.