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Teamwork Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Teamwork Financial Advisors’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 Sell
3,113
-130
-4% -$20.3K 0.04% 131
2026
Q1 		$480K Sell
3,243
-235
-7% -$35.3K 0.05% 139
2025
Q4 		$499K Sell
3,478
-214
-6% -$30.4K 0.05% 134
2025
Q3 		$520K Sell
3,692
-107
-3% -$14.7K 0.05% 132
2025
Q2 		$506K Buy
3,799
+515
+16% +$65.2K 0.06% 132
2025
Q1 		$424K Buy
+3,284
New +$430K 0.06% 122

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Teamwork Financial Advisors's VYM Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4% in Q2 2026, selling an estimated $20.3K and leaving 3,113 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #131.

Teamwork Financial Advisors first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q3 2025. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Teamwork Financial Advisors held 3,113 shares of Vanguard High Dividend Yield ETF worth $492K as of Q2 2026.
  • Teamwork Financial Advisors sold 130 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.3K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Teamwork Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • Teamwork Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $520K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.