Strategic Advocates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strategic Advocates’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	$494K	Buy	3,125 +1,483	+90%	+$232K	1.91%	13
2026 Q1	$243K	Sell	1,642 -7,242	-82%	-$1.09M	1.08%	22
2025 Q4	$1.28M	Sell	8,884 -249	-3%	-$35.4K	0.33%	45
2025 Q3	$1.29M	Buy	9,133 +6	+0.1%	+$824	0.34%	46
2025 Q2	$1.22M	Buy	9,127 +1,212	+15%	+$154K	0.36%	47
2025 Q1	$1.02M	Sell	7,915 -382	-5%	-$50K	0.35%	44
2024 Q4	$1.06M	Sell	8,297 -236	-3%	-$30.8K	0.36%	43
2024 Q3	$1.09M	Buy	8,533 +5,841	+217%	+$721K	0.39%	36
2024 Q2	$319K	Sell	2,692 -8,116	-75%	-$962K	0.13%	91
2024 Q1	$1.31M	Buy	10,808 +7,409	+218%	+$849K	0.5%	39
2023 Q4	$379K	Sell	3,399 -1,144	-25%	-$120K	0.16%	95
2023 Q3	$469K	Buy	+4,543	New	+$487K	0.22%	88

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

Strategic Advocates's VYM Position: Q2 2026 in Review

Strategic Advocates increased its Vanguard High Dividend Yield ETF (VYM) stake by 90% in Q2 2026, buying an estimated $232K and bringing the position to 3,125 shares worth $494K. The position accounts for 1.91% of the portfolio, ranked #13.

Strategic Advocates first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Strategic Advocates held 3,125 shares of Vanguard High Dividend Yield ETF worth $494K as of Q2 2026.
Strategic Advocates bought 1,483 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $232K.
Vanguard High Dividend Yield ETF made up 1.91% of Strategic Advocates's portfolio in Q2 2026, its #13 holding.
Strategic Advocates first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Advocates's Vanguard High Dividend Yield ETF position peaked at $1.31M in Q1 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.