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

Summit Wealth 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	$856K	Buy	5,416 +155	+3%	+$24.2K	0.17%	57
2026 Q1	$779K	Hold	5,261	–	–	0.18%	57
2025 Q4	$755K	Hold	5,261	–	–	0.18%	54
2025 Q3	$742K	Hold	5,261	–	–	0.18%	51
2025 Q2	$701K	Hold	5,261	–	–	0.18%	51
2025 Q1	$678K	Hold	5,261	–	–	0.2%	50
2024 Q4	$671K	Sell	5,261 -17	-0.3%	-$2.22K	0.19%	50
2024 Q3	$677K	Hold	5,278	–	–	0.2%	50
2024 Q2	$626K	Buy	+5,278	New	+$626K	0.19%	48
2023 Q3	–	Sell	-3,737	Closed	-$396K	–	81
2023 Q2	$396K	Buy	3,737 +3,699	+9,734%	+$388K	0.16%	50
2023 Q1	$4K	Buy	+38	New	+$4.09K	0.1%	63

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

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

Summit Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.9% in Q2 2026, buying an estimated $24.2K and bringing the position to 5,416 shares worth $856K. The position accounts for 0.17% of the portfolio, ranked #57.

Summit Wealth Group first reported a position in VYM in Q1 2023 and has held it in 11 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Summit Wealth Group held 5,416 shares of Vanguard High Dividend Yield ETF worth $856K as of Q2 2026.
Summit Wealth Group bought 155 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $24.2K.
Vanguard High Dividend Yield ETF made up 0.17% of Summit Wealth Group's portfolio in Q2 2026, its #57 holding.
Summit Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 11 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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