SF
VYM icon

Summit Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Financial’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 		$24.7M Buy
156,108
+8,344
+6% +$1.3M 0.27% 70
2026
Q1 		$21.9M Buy
147,764
+24,463
+20% +$3.68M 0.28% 69
2025
Q4 		$17.7M Buy
123,301
+10,896
+10% +$1.55M 0.26% 72
2025
Q3 		$15.8M Buy
112,405
+9,158
+9% +$1.26M 0.24% 79
2025
Q2 		$13.8M Buy
103,247
+29,908
+41% +$3.79M 0.31% 59
2025
Q1 		$9.46M Buy
73,339
+7,201
+11% +$943K 0.27% 70
2024
Q4 		$8.44M Buy
66,138
+621
+0.9% +$81K 0.3% 61
2024
Q3 		$8.4M Buy
65,517
+2,337
+4% +$289K 0.33% 55
2024
Q2 		$7.49M Buy
63,180
+7,278
+13% +$863K 0.34% 48
2024
Q1 		$6.76M Buy
55,902
+7,403
+15% +$848K 0.4% 36
2023
Q4 		$5.41M Buy
48,499
+697
+1% +$73.2K 0.35% 39
2023
Q3 		$4.94M Sell
47,802
-787
-2% -$84.4K 0.36% 39
2023
Q2 		$5.15M Sell
48,589
-646
-1% -$67.8K 0.38% 36
2023
Q1 		$5.19M Sell
49,235
-156
-0.3% -$16.8K 0.45% 24
2022
Q4 		$5.34M Buy
49,391
+1,493
+3% +$159K 0.5% 20
2022
Q3 		$4.54M Buy
47,898
+296
+0.6% +$30.8K 0.43% 25
2022
Q2 		$4.84M Buy
47,602
+2,389
+5% +$259K 0.45% 23
2022
Q1 		$5.08M Buy
45,213
+11,260
+33% +$1.26M 0.4% 26
2021
Q4 		$3.81M Buy
33,953
+17,680
+109% +$1.92M 0.29% 34
2021
Q3 		$1.68M Buy
16,273
+1,940
+14% +$205K 0.14% 53
2021
Q2 		$1.5M Buy
14,333
+11,219
+360% +$1.18M 0.15% 42
2021
Q1 		$315K Buy
+3,114
New +$300K 0.04% 47

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

Summit Financial's VYM Position: Q2 2026 in Review

Summit Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, buying an estimated $1.3M and bringing the position to 156,108 shares worth $24.7M. The position accounts for 0.27% of the portfolio, ranked #70.

Summit Financial first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Summit Financial held 156,108 shares of Vanguard High Dividend Yield ETF worth $24.7M as of Q2 2026.
  • Summit Financial bought 8,344 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.3M.
  • Vanguard High Dividend Yield ETF made up 0.27% of Summit Financial's portfolio in Q2 2026, its #70 holding.
  • Summit Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.