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Sweeney & Michel’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sweeney & Michel’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 		$6.21M Buy
37,479
+149
+0.4% +$23.3K 1.63% 15
2026
Q1 		$5.72M Buy
37,330
+119
+0.3% +$17.9K 1.68% 15
2025
Q4 		$5.82M Buy
37,211
+118
+0.3% +$16.8K 1.72% 16
2025
Q3 		$5.1M Buy
37,093
+120
+0.3% +$16.5K 1.71% 17
2025
Q2 		$4.99M Buy
36,973
+132
+0.4% +$16.7K 1.77% 18
2025
Q1 		$4.23M Buy
+36,841
New +$4.82M 1.85% 16
2024
Q3 		$4.68M Sell
35,598
-479
-1% -$59.1K 1.84% 16
2024
Q2 		$4.29M Buy
36,077
+3
+0% +$356 1.83% 17
2024
Q1 		$4.34M Buy
+36,074
New +$4.13M 1.92% 16
2023
Q3 		$3.58M Buy
34,930
+528
+2% +$56.7K 1.88% 17
2023
Q2 		$3.75M Buy
34,402
+295
+0.9% +$30.9K 1.93% 13
2023
Q1 		$3.55M Buy
+34,107
New +$3.67M 1.89% 14

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

Sweeney & Michel's VYM Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 37,479 shares worth $6.21M. The position accounts for 1.63% of the portfolio, ranked #15.

Sweeney & Michel first reported a position in VYM in Q1 2023 and has held it in 12 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sweeney & Michel held 37,479 shares of Vanguard High Dividend Yield ETF worth $6.21M as of Q2 2026.
  • Sweeney & Michel bought 149 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard High Dividend Yield ETF made up 1.63% of Sweeney & Michel's portfolio in Q2 2026, its #15 holding.
  • Sweeney & Michel first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 12 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.