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

Stratos 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 Q1	$523K	Sell	3,529 -2,575	-42%	-$387K	0.03%	378
2025 Q4	$876K	Buy	6,104 +11	+0.2%	+$1.56K	0.04%	326
2025 Q3	$859K	Sell	6,093 -103	-2%	-$14.2K	0.04%	347
2025 Q2	$826K	Buy	6,196 +221	+4%	+$28K	0.04%	341
2025 Q1	$771K	Sell	5,975 -1,012	-14%	-$132K	0.04%	349
2024 Q4	$892K	Sell	6,987 -16,590	-70%	-$2.16M	0.04%	353
2024 Q3	$3.02M	Buy	23,577 +2,731	+13%	+$337K	0.14%	160
2024 Q2	$2.47M	Buy	20,846 +417	+2%	+$49.4K	0.12%	172
2024 Q1	$2.47M	Sell	20,429 -14,582	-42%	-$1.67M	0.15%	166
2023 Q4	$3.91M	Buy	35,011 +16,029	+84%	+$1.68M	0.23%	130
2023 Q3	$1.96M	Sell	18,982 -305	-2%	-$32.7K	0.13%	199
2023 Q2	$2.05M	Buy	19,287 +447	+2%	+$46.9K	0.15%	190
2023 Q1	$1.99M	Sell	18,840 -8,412	-31%	-$905K	0.15%	187
2022 Q4	$2.95M	Buy	27,252 +14,000	+106%	+$1.49M	0.25%	118
2022 Q3	$1.26M	Buy	13,252 +2,507	+23%	+$261K	0.13%	206
2022 Q2	$1.09M	Sell	10,745 -384	-3%	-$41.6K	0.1%	257
2022 Q1	$1.25M	Buy	11,129 +5,375	+93%	+$599K	0.1%	238
2021 Q4	$645K	Buy	5,754 +589	+11%	+$64.1K	0.05%	349
2021 Q3	$534K	Sell	5,165 -1,328	-20%	-$140K	0.05%	342
2021 Q2	$680K	Sell	6,493 -370	-5%	-$38.8K	0.06%	303
2021 Q1	$694K	Buy	6,863 +1,201	+21%	+$116K	0.07%	269
2020 Q4	$518K	Sell	5,662 -4,419	-44%	-$384K	0.07%	243
2020 Q3	$816K	Buy	10,081 +4,125	+69%	+$338K	0.2%	128
2020 Q2	$469K	Buy	5,956 +1,371	+30%	+$107K	0.14%	152
2020 Q1	$324K	Buy	4,585 +1,920	+72%	+$165K	0.23%	103
2019 Q4	$250K	Sell	2,665 -609	-19%	-$55.2K	0.14%	141
2019 Q3	$291K	Buy	3,274 +253	+8%	+$22.1K	0.11%	187
2019 Q2	$264K	Buy	3,021 +98	+3%	+$8.47K	0.11%	196
2019 Q1	$250K	Buy	2,923 +19	+0.7%	+$1.59K	0.14%	180
2018 Q4	$226K	Buy	+2,904	New	+$242K	0.15%	167

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Advisors's VYM Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 42% in Q1 2026, selling an estimated $387K and leaving 3,529 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #378.

Stratos Wealth Advisors first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.91M in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Stratos Wealth Advisors held 3,529 shares of Vanguard High Dividend Yield ETF worth $523K as of Q1 2026.
Stratos Wealth Advisors sold 2,575 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $387K.
Vanguard High Dividend Yield ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #378 holding.
Stratos Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $3.91M in Q4 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.