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

Strategic Investment Advisors’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	$492K	Buy	+3,111	New	+$486K	0.03%	216
2026 Q1	–	Sell	-6,194	Closed	-$889K	–	392
2025 Q4	$889K	Buy	+6,194	New	+$881K	0.08%	113
2025 Q1	–	Sell	-3,980	Closed	-$508K	–	256
2024 Q4	$508K	Buy	+3,980	New	+$519K	0.05%	169
2024 Q1	–	Sell	-9,561	Closed	-$1.07M	–	257
2023 Q4	$1.07M	Buy	+9,561	New	+$1M	0.15%	91
2022 Q4	–	Sell	-16,418	Closed	-$1.56M	–	235
2022 Q3	$1.56M	Buy	+16,418	New	+$1.71M	0.35%	52

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 22.9% 1-Year Est. Return

Strategic Investment Advisors's VYM Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 3,111 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #216 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in VYM as recently as Q4 2025.

Strategic Investment Advisors first reported a position in VYM in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.56M in Q3 2022. 2,068 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Strategic Investment Advisors held 3,111 shares of Vanguard High Dividend Yield ETF worth $492K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Strategic Investment Advisors position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #216 holding.
Strategic Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 5 quarters since.
Strategic Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $1.56M in Q3 2022.
2,068 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.