UCFA
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United Capital Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

United Capital 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 		$15.5M Buy
97,983
+1,331
+1% +$208K 0.09% 185
2026
Q1 		$14.3M Buy
96,652
+5,246
+6% +$789K 0.09% 184
2025
Q4 		$13.1M Buy
91,406
+10,843
+13% +$1.54M 0.08% 196
2025
Q3 		$11.4M Buy
80,563
+1,503
+2% +$207K 0.08% 189
2025
Q2 		$10.5M Buy
79,060
+1,576
+2% +$200K 0.09% 189
2025
Q1 		$9.99M Sell
77,484
-2,189
-3% -$287K 0.09% 179
2024
Q4 		$10.2M Sell
79,673
-1,052
-1% -$137K 0.09% 172
2024
Q3 		$10.3M Buy
80,725
+1,571
+2% +$194K 0.09% 180
2024
Q2 		$9.39M Buy
79,154
+1,813
+2% +$215K 0.08% 179
2024
Q1 		$9.36M Sell
77,341
-1,889
-2% -$216K 0.08% 189
2023
Q4 		$8.84M Sell
79,230
-53,414
-40% -$5.61M 0.07% 205
2023
Q3 		$13.7M Sell
132,644
-9,011
-6% -$967K 0.09% 190
2023
Q2 		$15M Buy
141,655
+3,524
+3% +$370K 0.08% 189
2023
Q1 		$14.6M Buy
138,131
+15,658
+13% +$1.68M 0.08% 196
2022
Q4 		$13.3M Sell
122,473
-3,424
-3% -$364K 0.07% 215
2022
Q3 		$11.9M Sell
125,897
-4,004
-3% -$416K 0.07% 217
2022
Q2 		$13.2M Buy
129,901
+54,917
+73% +$5.95M 0.07% 220
2022
Q1 		$8.42M Buy
74,984
+4,273
+6% +$477K 0.04% 300
2021
Q4 		$7.93M Buy
70,711
+5,795
+9% +$631K 0.04% 309
2021
Q3 		$6.71M Sell
64,916
-3,621
-5% -$383K 0.03% 326
2021
Q2 		$7.18M Sell
68,537
-902
-1% -$94.7K 0.04% 317
2021
Q1 		$7.02M Buy
69,439
+2,238
+3% +$216K 0.04% 306
2020
Q4 		$6.15M Sell
67,201
-52
-0.1% -$4.52K 0.04% 317
2020
Q3 		$5.44M Sell
67,253
-190
-0.3% -$15.6K 0.04% 329
2020
Q2 		$5.31M Sell
67,443
-4,149
-6% -$323K 0.04% 344
2020
Q1 		$5.07M Sell
71,592
-1,111
-2% -$95.5K 0.04% 337
2019
Q4 		$6.81M Buy
72,703
+7,461
+11% +$677K 0.04% 362
2019
Q3 		$5.79M Buy
65,242
+15,992
+32% +$1.4M 0.04% 378
2019
Q2 		$4.3M Buy
49,250
+499
+1% +$43.1K 0.03% 452
2019
Q1 		$4.18M Buy
48,751
+970
+2% +$81K 0.03% 450
2018
Q4 		$3.73M Buy
47,781
+3,762
+9% +$314K 0.03% 431
2018
Q3 		$3.83M Buy
44,019
+1,015
+2% +$87.8K 0.03% 484
2018
Q2 		$3.57M Sell
43,004
-3,549
-8% -$297K 0.03% 476
2018
Q1 		$3.84M Sell
46,553
-696
-1% -$59.8K 0.03% 456
2017
Q4 		$4.06M Sell
47,249
-3,167
-6% -$265K 0.03% 448
2017
Q3 		$4.09M Buy
50,416
+3,231
+7% +$256K 0.03% 424
2017
Q2 		$3.69M Sell
47,185
-20,412
-30% -$1.59M 0.03% 436
2017
Q1 		$5.25M Sell
67,597
-2,117
-3% -$163K 0.05% 359
2016
Q4 		$5.28M Sell
69,714
-14,883
-18% -$1.09M 0.05% 361
2016
Q3 		$6.1M Sell
84,597
-1,185
-1% -$86.1K 0.06% 351
2016
Q2 		$6.09M Buy
85,782
+9,773
+13% +$683K 0.06% 334
2016
Q1 		$5.25M Buy
76,009
+6,093
+9% +$399K 0.06% 324
2015
Q4 		$4.67M Buy
69,916
+37,732
+117% +$2.53M 0.05% 344
2015
Q3 		$2.02M Buy
32,184
+2,456
+8% +$162K 0.02% 525
2015
Q2 		$2M Buy
29,728
+5,642
+23% +$391K 0.02% 570
2015
Q1 		$1.67M Buy
24,086
+19,680
+447% +$1.35M 0.02% 607
2014
Q4 		$303K Buy
+4,406
New +$299K ﹤0.01% 959

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Capital Financial Advisors's VYM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $208K and bringing the position to 97,983 shares worth $15.5M. The position accounts for 0.09% of the portfolio, ranked #185.

United Capital Financial Advisors first reported a position in VYM in Q4 2014 and has held it in 47 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • United Capital Financial Advisors held 97,983 shares of Vanguard High Dividend Yield ETF worth $15.5M as of Q2 2026.
  • United Capital Financial Advisors bought 1,331 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $208K.
  • Vanguard High Dividend Yield ETF made up 0.09% of United Capital Financial Advisors's portfolio in Q2 2026, its #185 holding.
  • United Capital Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 47 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.