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

Strategic Wealth Investment Group’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	$369K	Buy	2,338 +368	+19%	+$57.5K	0.04%	87
2026 Q1	$292K	Buy	1,970 +24	+1%	+$3.61K	0.04%	82
2025 Q4	$279K	Sell	1,946 -699	-26%	-$99.4K	0.03%	82
2025 Q3	$373K	Buy	2,645 +2,542	+2,468%	+$349K	0.03%	92
2025 Q2	$13.7K	Buy	+103	New	+$13K	0.02%	84
2025 Q1	–	Sell	-2,683	Closed	-$342K	–	126
2024 Q4	$342K	Buy	2,683 +74	+3%	+$9.65K	0.04%	107
2024 Q3	$334K	Buy	2,609 +260	+11%	+$32.1K	0.04%	105
2024 Q2	$278K	Buy	+2,349	New	+$279K	0.04%	110
2023 Q4	$272K	Buy	+2,436	New	+$256K	0.04%	110
2023 Q3	–	Sell	-1,943	Closed	-$206K	–	116
2023 Q2	$206K	Sell	1,943 -22	-1%	-$2.31K	0.03%	119
2023 Q1	$207K	Buy	+1,965	New	+$211K	0.04%	123

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 Wealth Investment Group's VYM Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q2 2026, buying an estimated $57.5K and bringing the position to 2,338 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #87.

Strategic Wealth Investment Group first reported a position in VYM in Q1 2023 and has held it in 11 quarters since. The position peaked at $373K in Q3 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Strategic Wealth Investment Group held 2,338 shares of Vanguard High Dividend Yield ETF worth $369K as of Q2 2026.
Strategic Wealth Investment Group bought 368 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $57.5K.
Vanguard High Dividend Yield ETF made up 0.04% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #87 holding.
Strategic Wealth Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Wealth Investment Group's Vanguard High Dividend Yield ETF position peaked at $373K in Q3 2025.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.