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

Syntegra Private 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	$546K	Sell	3,453 -166	-5%	-$25.9K	0.04%	111
2026 Q1	$536K	Buy	3,619 +19	+0.5%	+$2.86K	0.05%	101
2025 Q4	$517K	Hold	3,600	–	–	0.05%	102
2025 Q3	$507K	Hold	3,600	–	–	0.05%	102
2025 Q2	$480K	Hold	3,600	–	–	0.05%	101
2025 Q1	$464K	Hold	3,600	–	–	0.05%	87
2024 Q4	$459K	Sell	3,600 -90	-2%	-$11.7K	0.05%	89
2024 Q3	$473K	Hold	3,690	–	–	0.05%	81
2024 Q2	$438K	Sell	3,690 -54	-1%	-$6.4K	0.06%	84
2024 Q1	$453K	Buy	3,744 +61	+2%	+$6.99K	0.06%	77
2023 Q4	$411K	Buy	3,683 +24	+0.7%	+$2.52K	0.06%	77
2023 Q3	$378K	Buy	3,659 +213	+6%	+$22.9K	0.06%	82
2023 Q2	$366K	Sell	3,446 -344	-9%	-$36.1K	0.06%	89
2023 Q1	$400K	Buy	3,790 +4	+0.1%	+$430	0.07%	81
2022 Q4	$410K	Buy	+3,786	New	+$403K	0.08%	69

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Syntegra Private Wealth Group's VYM Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q2 2026, selling an estimated $25.9K and leaving 3,453 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #111.

Syntegra Private Wealth Group first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Syntegra Private Wealth Group held 3,453 shares of Vanguard High Dividend Yield ETF worth $546K as of Q2 2026.
Syntegra Private Wealth Group sold 166 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $25.9K.
Vanguard High Dividend Yield ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #111 holding.
Syntegra Private Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.