USAdvisors Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

USAdvisors Wealth 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	$352K	Buy	2,228 +14	+0.6%	+$2.19K	0.1%	111
2026 Q1	$322K	Buy	2,214 +12	+0.5%	+$1.8K	0.11%	97
2025 Q4	$316K	Buy	2,202 +27	+1%	+$3.84K	0.1%	100
2025 Q3	$306K	Buy	2,175 +12	+0.6%	+$1.65K	0.11%	99
2025 Q2	$288K	Sell	2,163 -57	-3%	-$7.22K	0.11%	100
2025 Q1	$286K	Buy	2,220 +14	+0.6%	+$1.83K	0.1%	104
2024 Q4	$281K	Buy	2,206 +17	+0.8%	+$2.22K	0.09%	109
2024 Q3	$279K	Buy	2,189 +416	+23%	+$51.4K	0.1%	104
2024 Q2	$210K	Buy	+1,773	New	+$210K	0.07%	114
2021 Q4	–	Sell	-2,155	Closed	-$223K	–	135
2021 Q3	$223K	Buy	+2,155	New	+$228K	0.1%	103
2018 Q4	–	Sell	-2,359	Closed	-$205K	–	73
2018 Q3	$205K	Buy	+2,359	New	+$204K	0.15%	62
2018 Q1	–	Sell	-2,349	Closed	-$201K	–	73
2017 Q4	$201K	Buy	+2,349	New	+$196K	0.17%	58

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

USAdvisors Wealth Management's VYM Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.63% in Q2 2026, buying an estimated $2.19K and bringing the position to 2,228 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #111.

USAdvisors Wealth Management first reported a position in VYM in Q4 2017 and has held it in 12 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

USAdvisors Wealth Management held 2,228 shares of Vanguard High Dividend Yield ETF worth $352K as of Q2 2026.
USAdvisors Wealth Management bought 14 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.19K.
Vanguard High Dividend Yield ETF made up 0.1% of USAdvisors Wealth Management's portfolio in Q2 2026, its #111 holding.
USAdvisors Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 12 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.