United Advisor Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

United Advisor Group’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	$777K	Sell	4,917 -101	-2%	-$15.8K	0.08%	247
2026 Q1	$743K	Buy	5,018 +1,313	+35%	+$197K	0.09%	225
2025 Q4	$532K	Sell	3,705 -128	-3%	-$18.2K	0.07%	269
2025 Q3	$540K	Buy	3,833 +1,600	+72%	+$220K	0.07%	250
2025 Q2	$298K	Sell	2,233 -233	-9%	-$29.5K	0.05%	312
2025 Q1	$318K	Sell	2,466 -1,044	-30%	-$137K	0.07%	265
2024 Q4	$448K	Buy	3,510 +275	+9%	+$35.9K	0.09%	214
2024 Q3	$415K	Buy	3,235 +1,060	+49%	+$131K	0.09%	219
2024 Q2	$258K	Buy	+2,175	New	+$258K	0.08%	224

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

United Advisor Group's VYM Position: Q2 2026 in Review

United Advisor Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $15.8K and leaving 4,917 shares worth $777K. The position accounts for 0.08% of the portfolio, ranked #247.

United Advisor Group first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

United Advisor Group held 4,917 shares of Vanguard High Dividend Yield ETF worth $777K as of Q2 2026.
United Advisor Group sold 101 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.8K.
Vanguard High Dividend Yield ETF made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #247 holding.
United Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.