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

Summit Wealth Partners’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 		$12.2M Buy
77,091
+596
+0.8% +$93.1K 1.74% 14
2026
Q1 		$11.3M Sell
76,495
-1,327
-2% -$200K 1.79% 14
2025
Q4 		$11.2M Sell
77,822
-1,257
-2% -$179K 2.06% 14
2025
Q3 		$11.1M Sell
79,079
-602
-0.8% -$82.7K 2.01% 15
2025
Q2 		$10.6M Buy
79,681
+3,387
+4% +$429K 2.03% 14
2025
Q1 		$9.84M Sell
76,294
-1,201
-2% -$157K 2% 16
2024
Q4 		$9.89M Sell
77,495
-5,169
-6% -$674K 2.03% 12
2024
Q3 		$10.6M Sell
82,664
-778
-0.9% -$96K 2.04% 12
2024
Q2 		$9.9M Sell
83,442
-5,017
-6% -$595K 2.05% 12
2024
Q1 		$10.7M Sell
88,459
-795
-0.9% -$91.1K 2.28% 12
2023
Q4 		$9.96M Sell
89,254
-4,641
-5% -$488K 2.31% 12
2023
Q3 		$9.7M Buy
93,895
+1,362
+1% +$146K 2.48% 11
2023
Q2 		$9.81M Sell
92,533
-1,998
-2% -$210K 2.46% 11
2023
Q1 		$9.97M Buy
94,531
+666
+0.7% +$71.6K 2.56% 10
2022
Q4 		$10.2M Buy
93,865
+1,082
+1% +$115K 2.69% 10
2022
Q3 		$8.8M Sell
92,783
-768
-0.8% -$79.9K 2.48% 12
2022
Q2 		$9.51M Sell
93,551
-6,679
-7% -$724K 2.55% 12
2022
Q1 		$11.3M Sell
100,230
-4,540
-4% -$506K 2.55% 13
2021
Q4 		$11.7M Buy
104,770
+104
+0.1% +$11.3K 2.52% 14
2021
Q3 		$10.8M Buy
104,666
+4,502
+4% +$476K 2.56% 14
2021
Q2 		$10.5M Buy
100,164
+1,827
+2% +$192K 2.51% 15
2021
Q1 		$9.94M Buy
98,337
+7,009
+8% +$676K 2.55% 15
2020
Q4 		$8.36M Buy
91,328
+7,669
+9% +$666K 2.27% 15
2020
Q3 		$6.77M Buy
83,659
+1,933
+2% +$158K 2.04% 16
2020
Q2 		$6.44M Buy
81,726
+516
+0.6% +$40.1K 2.08% 16
2020
Q1 		$5.75M Buy
81,210
+11,851
+17% +$1.02M 2.34% 16
2019
Q4 		$6.5M Buy
+69,359
New +$6.29M 2.25% 17

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Summit Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.78% in Q2 2026, buying an estimated $93.1K and bringing the position to 77,091 shares worth $12.2M. The position accounts for 1.74% of the portfolio, ranked #14.

Summit Wealth Partners first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 1,211 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Summit Wealth Partners held 77,091 shares of Vanguard High Dividend Yield ETF worth $12.2M as of Q2 2026.
  • Summit Wealth Partners bought 596 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $93.1K.
  • Vanguard High Dividend Yield ETF made up 1.74% of Summit Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Summit Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.