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

SWS 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	$676K	Buy	4,280 +14	+0.3%	+$2.19K	0.15%	91
2026 Q1	$632K	Buy	4,266 +12	+0.3%	+$1.8K	0.16%	96
2025 Q4	$611K	Sell	4,254 -114	-3%	-$16.2K	0.15%	101
2025 Q3	$616K	Sell	4,368 -10	-0.2%	-$1.37K	0.15%	104
2025 Q2	$584K	Buy	4,378 +14	+0.3%	+$1.77K	0.16%	103
2025 Q1	$563K	Sell	4,364 -296	-6%	-$38.7K	0.18%	94
2024 Q4	$595K	Sell	4,660 -29,189	-86%	-$3.81M	0.18%	103
2024 Q3	$4.34M	Sell	33,849 -167	-0.5%	-$20.6K	1.38%	13
2024 Q2	$4.03M	Buy	34,016 +10,037	+42%	+$1.19M	1.21%	19
2024 Q1	$2.9M	Sell	23,979 -1,147	-5%	-$131K	0.87%	40
2023 Q4	$2.8M	Sell	25,126 -120	-0.5%	-$12.6K	0.91%	39
2023 Q3	$2.61M	Sell	25,246 -202	-0.8%	-$21.7K	0.96%	37
2023 Q2	$2.7M	Buy	25,448 +689	+3%	+$72.3K	0.97%	36
2023 Q1	$2.61M	Sell	24,759 -604	-2%	-$65K	0.97%	32
2022 Q4	$2.75M	Sell	25,363 -614	-2%	-$65.3K	1.3%	24
2022 Q3	$2.46M	Buy	+25,977	New	+$2.7M	1.14%	21
2021 Q1	–	Sell	-29,941	Closed	-$2.74M	–	118
2020 Q4	$2.74M	Sell	29,941 -2,710	-8%	-$235K	1.22%	18
2020 Q3	$2.64M	Buy	+32,651	New	+$2.67M	1.32%	15
2020 Q2	–	Sell	-32,733	Closed	-$2.32M	–	119
2020 Q1	$2.32M	Buy	+32,733	New	+$2.81M	1.66%	12
2019 Q3	$3.38M	Buy	36,975 +2,835	+8%	+$248K	2%	8
2019 Q2	$3.02M	Buy	+34,140	New	+$2.95M	1.92%	10
2018 Q4	$2.57M	Sell	32,906 -990	-3%	-$82.6K	1.94%	10
2018 Q3	$2.95M	Buy	33,896 +895	+3%	+$77.4K	1.87%	10
2018 Q2	$2.74M	Buy	33,001 +2,972	+10%	+$249K	1.93%	9
2018 Q1	$2.42M	Buy	30,029 +6,161	+26%	+$530K	1.78%	9
2017 Q4	$2.04M	Buy	+23,868	New	+$2M	1.54%	17

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 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 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

SWS Partners's VYM Position: Q2 2026 in Review

SWS Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q2 2026, buying an estimated $2.19K and bringing the position to 4,280 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #91.

SWS Partners first reported a position in VYM in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.34M in Q3 2024. 1,266 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

SWS Partners held 4,280 shares of Vanguard High Dividend Yield ETF worth $676K as of Q2 2026.
SWS Partners bought 14 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.19K.
Vanguard High Dividend Yield ETF made up 0.15% of SWS Partners's portfolio in Q2 2026, its #91 holding.
SWS Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 26 quarters since.
SWS Partners's Vanguard High Dividend Yield ETF position peaked at $4.34M in Q3 2024.
1,266 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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