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Strategies Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strategies Wealth 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 		$224K Sell
1,416
-55
-4% -$8.6K 0.02% 186
2026
Q1 		$218K Buy
1,471
+21
+1% +$3.16K 0.02% 176
2025
Q4 		$208K Sell
1,450
-49
-3% -$6.97K 0.02% 177
2025
Q3 		$211K Sell
1,499
-2,703
-64% -$371K 0.02% 175
2025
Q2 		$560K Buy
4,202
+20
+0.5% +$2.53K 0.06% 92
2025
Q1 		$539K Buy
4,182
+31
+0.7% +$4.06K 0.07% 87
2024
Q4 		$552K Buy
4,151
+125
+3% +$16.3K 0.07% 74
2024
Q3 		$516K Buy
4,026
+27
+0.7% +$3.33K 0.07% 62
2024
Q2 		$474K Buy
3,999
+34
+0.9% +$4.03K 0.07% 61
2024
Q1 		$480K Buy
3,965
+22
+0.6% +$2.52K 0.07% 64
2023
Q4 		$440K Buy
3,943
+38
+1% +$3.99K 0.08% 63
2023
Q3 		$403K Buy
3,905
+80
+2% +$8.58K 0.08% 59
2023
Q2 		$406K Buy
+3,825
New +$401K 0.08% 63
2022
Q2 		– Sell
-25,038
Closed -$2.81M – 90
2022
Q1 		$2.81M Buy
25,038
+147
+0.6% +$16.4K 0.75% 22
2021
Q4 		$2.79M Buy
+24,891
New +$2.71M 0.78% 24

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

Strategies Wealth Advisors's VYM Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q2 2026, selling an estimated $8.6K and leaving 1,416 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #186.

Strategies Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2022. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Strategies Wealth Advisors held 1,416 shares of Vanguard High Dividend Yield ETF worth $224K as of Q2 2026.
  • Strategies Wealth Advisors sold 55 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.6K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 15 quarters since.
  • Strategies Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.81M in Q1 2022.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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