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Synergy Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Synergy Investment Management’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 		$104K Buy
653
+107
+20% +$16.7K 0.03% 260
2026
Q1 		$80.9K Buy
+546
New +$82.1K 0.03% 221
2025
Q2 		– Sell
-545
Closed -$70.3K – 567
2025
Q1 		$70.3K Sell
545
-623
-53% -$81.6K 0.03% 201
2024
Q4 		$149K Buy
+1,168
New +$152K 0.06% 143

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

Synergy Investment Management's VYM Position: Q2 2026 in Review

Synergy Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q2 2026, buying an estimated $16.7K and bringing the position to 653 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #260.

Synergy Investment Management first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $149K in Q4 2024. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Synergy Investment Management held 653 shares of Vanguard High Dividend Yield ETF worth $104K as of Q2 2026.
  • Synergy Investment Management bought 107 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #260 holding.
  • Synergy Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Vanguard High Dividend Yield ETF position peaked at $149K in Q4 2024.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.