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Strategic Family Wealth Counselors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strategic Family Wealth Counselors’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 		$13.6M Buy
86,065
+1,377
+2% +$215K 3.16% 6
2026
Q1 		$12.5M Buy
84,688
+906
+1% +$136K 3.29% 4
2025
Q4 		$12.3M Buy
83,782
+2,474
+3% +$352K 2.76% 6
2025
Q3 		$11.5M Buy
81,308
+1,687
+2% +$232K 2.95% 8
2025
Q2 		$10.6M Sell
79,621
-852
-1% -$108K 3.02% 8
2025
Q1 		$10.4M Buy
80,473
+1,491
+2% +$195K 3.37% 5
2024
Q4 		$10.1M Buy
78,982
+3,085
+4% +$402K 3.28% 5
2024
Q3 		$9.73M Buy
75,897
+4,832
+7% +$597K 3.4% 6
2024
Q2 		$8.43M Buy
71,065
+2,248
+3% +$267K 3.21% 9
2024
Q1 		$8.33M Buy
68,817
+1,293
+2% +$148K 3.29% 9
2023
Q4 		$7.54M Sell
67,524
-1,044
-2% -$110K 3.16% 8
2023
Q3 		$7.08M Buy
68,568
+684
+1% +$73.4K 3.4% 6
2023
Q2 		$7.2M Buy
67,884
+1,366
+2% +$143K 3.31% 6
2023
Q1 		$7.02M Buy
66,518
+6,281
+10% +$676K 3.32% 7
2022
Q4 		$6.52M Buy
60,237
+158
+0.3% +$16.8K 3.23% 6
2022
Q3 		$5.7M Buy
60,079
+2,380
+4% +$248K 2.8% 11
2022
Q2 		$5.87M Buy
57,699
+1,544
+3% +$167K 2.82% 12
2022
Q1 		$6.3M Buy
56,155
+4,893
+10% +$546K 2.54% 12
2021
Q4 		$5.75M Buy
51,262
+1,609
+3% +$175K 1.84% 14
2021
Q3 		$5.13M Buy
49,653
+3,460
+7% +$366K 1.76% 16
2021
Q2 		$4.84M Buy
46,193
+1,706
+4% +$179K 1.58% 16
2021
Q1 		$4.5M Buy
44,487
+1,330
+3% +$128K 1.7% 16
2020
Q4 		$3.95M Buy
43,157
+631
+1% +$54.8K 2.04% 13
2020
Q3 		$3.44M Sell
42,526
-638
-1% -$52.3K 1.93% 14
2020
Q2 		$3.4M Buy
43,164
+1,293
+3% +$101K 2.14% 14
2020
Q1 		$2.96M Sell
41,871
-2,899
-6% -$249K 2.21% 16
2019
Q4 		$4.2M Sell
44,770
-946
-2% -$85.8K 3.39% 10
2019
Q3 		$4.06M Buy
45,716
+1,530
+3% +$134K 3.07% 10
2019
Q2 		$3.86M Buy
44,186
+645
+1% +$55.8K 2.99% 10
2019
Q1 		$3.73M Buy
43,541
+6,525
+18% +$545K 3.02% 9
2018
Q4 		$2.89M Buy
+37,016
New +$3.09M 3.27% 12

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

Strategic Family Wealth Counselors's VYM Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, buying an estimated $215K and bringing the position to 86,065 shares worth $13.6M. The position accounts for 3.16% of the portfolio, ranked #6.

Strategic Family Wealth Counselors first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Strategic Family Wealth Counselors held 86,065 shares of Vanguard High Dividend Yield ETF worth $13.6M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 1,377 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $215K.
  • Vanguard High Dividend Yield ETF made up 3.16% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #6 holding.
  • Strategic Family Wealth Counselors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.