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Strait & Sound Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strait & Sound Wealth 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 		$238K Hold
1,508
– – 0.08% 141
2026
Q1 		$223K Hold
1,508
– – 0.08% 149
2025
Q4 		$216K Sell
1,508
-62
-4% -$8.82K 0.08% 139
2025
Q3 		$221K Hold
1,570
– – 0.08% 136
2025
Q2 		$209K Sell
1,570
-606
-28% -$76.8K 0.09% 138
2025
Q1 		$281K Sell
2,176
-366
-14% -$47.9K 0.13% 122
2024
Q4 		$324K Sell
2,542
-100
-4% -$13K 0.15% 106
2024
Q3 		$339K Sell
2,642
-2,214
-46% -$273K 0.16% 98
2024
Q2 		$576K Sell
4,856
-2,078
-30% -$246K 0.29% 58
2024
Q1 		$817K Buy
6,934
+1,498
+28% +$172K 0.46% 39
2023
Q4 		$598K Sell
5,436
-432
-7% -$45.4K 0.37% 45
2023
Q3 		$606K Buy
5,868
+481
+9% +$51.6K 0.52% 40
2023
Q2 		$571K Sell
5,387
-56
-1% -$5.87K 0.57% 39
2023
Q1 		$574K Buy
5,443
+430
+9% +$46.2K 0.57% 43
2022
Q4 		$555K Buy
+5,013
New +$533K 0.61% 44

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

Strait & Sound Wealth Management's VYM Position: Q2 2026 in Review

Strait & Sound Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,508 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #141.

Strait & Sound Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $817K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Strait & Sound Wealth Management held 1,508 shares of Vanguard High Dividend Yield ETF worth $238K as of Q2 2026.
  • Strait & Sound Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Strait & Sound Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Vanguard High Dividend Yield ETF position peaked at $817K in Q1 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.