Ulland Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ulland Investment 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	$47K	Buy	295 +10	+4%	+$1.56K	0.03%	125
2026 Q1	$42K	Hold	285	–	–	0.04%	125
2025 Q4	$41K	Hold	285	–	–	0.03%	122
2025 Q3	$40K	Buy	285 +10	+4%	+$1.37K	0.03%	126
2025 Q2	$37K	Hold	275	–	–	0.03%	122
2025 Q1	$35K	Hold	275	–	–	0.03%	127
2024 Q4	$35K	Buy	275 +30	+12%	+$3.91K	0.02%	127
2024 Q3	$31K	Buy	245 +10	+4%	+$1.24K	0.02%	123
2024 Q2	$28K	Hold	235	–	–	0.02%	128
2024 Q1	$28K	Hold	235	–	–	0.02%	133
2023 Q4	$26K	Hold	235	–	–	0.03%	125
2023 Q3	$24K	Buy	235 +20	+9%	+$2.15K	0.03%	131
2023 Q2	$23K	Buy	215 +10	+5%	+$1.05K	0.02%	133
2023 Q1	$22K	Hold	205	–	–	0.03%	129
2022 Q4	$22K	Hold	205	–	–	0.03%	129
2022 Q3	$19K	Hold	205	–	–	0.02%	136
2022 Q2	$21K	Hold	205	–	–	0.02%	143
2022 Q1	$23K	Hold	205	–	–	0.02%	146
2021 Q4	$23K	Buy	+205	New	+$22.3K	0.01%	140

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ulland Investment Advisors's VYM Position: Q2 2026 in Review

Ulland Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q2 2026, buying an estimated $1.56K and bringing the position to 295 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #125.

Ulland Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Ulland Investment Advisors held 295 shares of Vanguard High Dividend Yield ETF worth $47K as of Q2 2026.
Ulland Investment Advisors bought 10 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.56K.
Vanguard High Dividend Yield ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #125 holding.
Ulland Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.