Taylor & Morgan Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Taylor & Morgan Wealth 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	$1.1M	Buy	6,939 +37	+0.5%	+$5.78K	0.54%	28
2026 Q1	$1.02M	Buy	6,902 +1,440	+26%	+$217K	0.58%	29
2025 Q4	$784K	Buy	5,462 +30	+0.6%	+$4.27K	0.44%	34
2025 Q3	$766K	Buy	5,432 +27	+0.5%	+$3.71K	0.47%	32
2025 Q2	$721K	Buy	5,405 +31	+0.6%	+$3.93K	0.49%	32
2025 Q1	$693K	Sell	5,374 -164	-3%	-$21.5K	0.52%	32
2024 Q4	$707K	Sell	5,538 -107	-2%	-$14K	0.5%	30
2024 Q3	$724K	Buy	5,645 +29	+0.5%	+$3.58K	0.49%	29
2024 Q2	$666K	Buy	5,616 +137	+3%	+$16.2K	0.47%	30
2024 Q1	$663K	Buy	5,479 +26	+0.5%	+$2.98K	0.49%	30
2023 Q4	$609K	Sell	5,453 -233	-4%	-$24.5K	0.48%	32
2023 Q3	$587K	Sell	5,686 -368	-6%	-$39.5K	0.53%	30
2023 Q2	$642K	Sell	6,054 -8,367	-58%	-$878K	0.53%	30
2023 Q1	$1.52M	Sell	14,421 -395	-3%	-$42.5K	1.32%	15
2022 Q4	$1.6M	Buy	14,816 +113	+0.8%	+$12K	1.51%	13
2022 Q3	$1.4M	Buy	14,703 +3,866	+36%	+$402K	1.39%	16
2022 Q2	$1.1M	Buy	10,837 +2,566	+31%	+$278K	1.05%	21
2022 Q1	$928K	Buy	8,271 +1,861	+29%	+$208K	0.76%	32
2021 Q4	$719K	Buy	+6,410	New	+$697K	0.58%	38

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Taylor & Morgan Wealth Management's VYM Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q2 2026, buying an estimated $5.78K and bringing the position to 6,939 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #28.

Taylor & Morgan Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2022. 1,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Taylor & Morgan Wealth Management held 6,939 shares of Vanguard High Dividend Yield ETF worth $1.1M as of Q2 2026.
Taylor & Morgan Wealth Management bought 37 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.78K.
Vanguard High Dividend Yield ETF made up 0.54% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #28 holding.
Taylor & Morgan Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Taylor & Morgan Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.6M in Q4 2022.
1,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.