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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Investment Advisors's VYM Position: Q1 2026 in Review

Strategic Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 6,194 shares — an estimated $889K sold.

Strategic Investment Advisors first reported a position in VYM in Q3 2022 and held it in 4 quarters. The position peaked at $1.56M in Q3 2022. 2,009 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Strategic Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Strategic Investment Advisors sold 6,194 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $889K.
Strategic Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 4 quarters.
Strategic Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $1.56M in Q3 2022.
2,009 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.