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

Strategic Financial Partners’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	$322K	Hold	2,040	–	–	0.12%	67
2026 Q1	$302K	Hold	2,040	–	–	0.13%	66
2025 Q4	$293K	Sell	2,040 -80	-4%	-$11.4K	0.13%	67
2025 Q3	$299K	Sell	2,120 -150	-7%	-$20.6K	0.14%	66
2025 Q2	$303K	Hold	2,270	–	–	0.14%	65
2025 Q1	$293K	Hold	2,270	–	–	0.15%	62
2024 Q4	$290K	Hold	2,270	–	–	0.15%	60
2024 Q3	$291K	Hold	2,270	–	–	0.15%	58
2024 Q2	$269K	Hold	2,270	–	–	0.15%	58
2024 Q1	$275K	Hold	2,270	–	–	0.15%	59
2023 Q4	$253K	Hold	2,270	–	–	0.15%	60
2023 Q3	$235K	Hold	2,270	–	–	0.14%	63
2023 Q2	$241K	Hold	2,270	–	–	0.14%	65
2023 Q1	$239K	Sell	2,270 -230	-9%	-$24.7K	0.15%	62
2022 Q4	$271K	Hold	2,500	–	–	0.17%	59
2022 Q3	$237K	Hold	2,500	–	–	0.15%	56
2022 Q2	$254K	Hold	2,500	–	–	0.15%	52
2022 Q1	$281K	Hold	2,500	–	–	0.14%	57
2021 Q4	$280K	Hold	2,500	–	–	0.14%	60
2021 Q3	$258K	Hold	2,500	–	–	0.14%	61
2021 Q2	$262K	Buy	2,500 +40	+2%	+$4.2K	0.14%	59
2021 Q1	$249K	Buy	2,460 +5	+0.2%	+$482	0.15%	61
2020 Q4	$225K	Buy	+2,455	New	+$213K	0.15%	61

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 Financial Partners's VYM Position: Q2 2026 in Review

Strategic Financial Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,040 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #67.

Strategic Financial Partners first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Strategic Financial Partners held 2,040 shares of Vanguard High Dividend Yield ETF worth $322K as of Q2 2026.
Strategic Financial Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.12% of Strategic Financial Partners's portfolio in Q2 2026, its #67 holding.
Strategic Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.