Unified Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Unified Investment 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	$271K	Hold	1,716	–	–	0.25%	114
2026 Q1	$254K	Hold	1,716	–	–	0.26%	113
2025 Q4	$246K	Hold	1,716	–	–	0.25%	114
2025 Q3	$242K	Hold	1,716	–	–	0.24%	114
2025 Q2	$229K	Hold	1,716	–	–	0.25%	111
2025 Q1	$221K	Hold	1,716	–	–	0.26%	107
2024 Q4	$219K	Buy	+1,716	New	+$224K	0.25%	103

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

Unified Investment Management's VYM Position: Q2 2026 in Review

Unified Investment Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,716 shares worth $271K. The position accounts for 0.25% of the portfolio, ranked #114.

Unified Investment Management first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Unified Investment Management held 1,716 shares of Vanguard High Dividend Yield ETF worth $271K as of Q2 2026.
Unified Investment Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.25% of Unified Investment Management's portfolio in Q2 2026, its #114 holding.
Unified Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.