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Syverson Strege & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Syverson Strege & Co’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 		$492K Hold
3,114
– – 0.11% 89
2026
Q1 		$461K Hold
3,114
– – 0.11% 84
2025
Q4 		$447K Sell
3,114
-124
-4% -$17.6K 0.11% 82
2025
Q3 		$456K Buy
3,238
+19
+0.6% +$2.61K 0.11% 75
2025
Q2 		$429K Sell
3,219
-670
-17% -$84.9K 0.1% 82
2025
Q1 		$502K Buy
3,889
+1,138
+41% +$149K 0.16% 42
2024
Q4 		$351K Buy
+2,751
New +$359K 0.12% 55
2023
Q2 		– Sell
-887
Closed -$93.6K – 613
2023
Q1 		$93.6K Hold
887
– – 0.04% 91
2022
Q4 		$96K Buy
+887
New +$94.4K 0.04% 96
2022
Q3 		– Sell
-1,060
Closed -$108K – 338
2022
Q2 		$108K Buy
+1,060
New +$115K 0.04% 97

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 22.9% 1-Year Est. Return

Syverson Strege & Co's VYM Position: Q2 2026 in Review

Syverson Strege & Co held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,114 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #89.

Syverson Strege & Co first reported a position in VYM in Q2 2022 and has held it in 10 quarters since. The position peaked at $502K in Q1 2025. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Syverson Strege & Co held 3,114 shares of Vanguard High Dividend Yield ETF worth $492K as of Q2 2026.
  • Syverson Strege & Co left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.11% of Syverson Strege & Co's portfolio in Q2 2026, its #89 holding.
  • Syverson Strege & Co first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 10 quarters since.
  • Syverson Strege & Co's Vanguard High Dividend Yield ETF position peaked at $502K in Q1 2025.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.