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

Univest Financial’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	$201K	Buy	+1,269	New	+$198K	0.01%	272
2025 Q4	–	Sell	-2,517	Closed	-$355K	–	267
2025 Q3	$355K	Sell	2,517 -1,548	-38%	-$213K	0.02%	215
2025 Q2	$542K	Buy	4,065 +14	+0.3%	+$1.77K	0.03%	185
2025 Q1	$522K	Sell	4,051 -76	-2%	-$9.95K	0.03%	198
2024 Q4	$527K	Sell	4,127 -142	-3%	-$18.5K	0.03%	197
2024 Q3	$547K	Buy	+4,269	New	+$527K	0.04%	190

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

Univest Financial's VYM Position: Q2 2026 in Review

Univest Financial opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,269 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Univest Financial previously reported a position in VYM as recently as Q3 2025.

Univest Financial first reported a position in VYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $547K in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Univest Financial held 1,269 shares of Vanguard High Dividend Yield ETF worth $201K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Univest Financial position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #272 holding.
Univest Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 6 quarters since.
Univest Financial's Vanguard High Dividend Yield ETF position peaked at $547K in Q3 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.