VFA
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Valeo Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Valeo 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 		$1.4M Buy
8,856
+538
+6% +$84.1K 0.03% 248
2026
Q1 		$1.23M Buy
8,318
+1,170
+16% +$176K 0.03% 235
2025
Q4 		$1.03M Sell
7,148
-2,637
-27% -$375K 0.02% 295
2025
Q3 		$1.38M Sell
9,785
-540
-5% -$74.2K 0.03% 232
2025
Q2 		$1.38M Sell
10,325
-742
-7% -$94K 0.03% 222
2025
Q1 		$1.43M Buy
11,067
+420
+4% +$55K 0.04% 200
2024
Q4 		$1.36M Buy
10,647
+4,706
+79% +$614K 0.04% 198
2024
Q3 		$762K Buy
5,941
+349
+6% +$43.1K 0.02% 315
2024
Q2 		$663K Sell
5,592
-2,159
-28% -$256K 0.02% 311
2024
Q1 		$914K Buy
7,751
+1,058
+16% +$121K 0.03% 252
2023
Q4 		$747K Sell
6,693
-4,167
-38% -$438K 0.03% 269
2023
Q3 		$1.12M Buy
10,860
+5,117
+89% +$549K 0.05% 189
2023
Q2 		$609K Sell
5,743
-883
-13% -$92.6K 0.03% 282
2023
Q1 		$699K Buy
6,626
+2,101
+46% +$226K 0.03% 272
2022
Q4 		$490K Sell
4,525
-303
-6% -$32.2K 0.03% 288
2022
Q3 		$458K Sell
4,828
-2,401
-33% -$250K 0.03% 276
2022
Q2 		$735K Sell
7,229
-1,647
-19% -$178K 0.05% 201
2022
Q1 		$996K Buy
8,876
+1,634
+23% +$182K 0.05% 202
2021
Q4 		$812K Buy
7,242
+1,126
+18% +$123K 0.04% 218
2021
Q3 		$632K Buy
6,116
+1,096
+22% +$116K 0.04% 250
2021
Q2 		$526K Buy
5,020
+1,000
+25% +$105K 0.03% 252
2021
Q1 		$406K Buy
4,020
+656
+20% +$63.3K 0.02% 298
2020
Q4 		$308K Buy
3,364
+955
+40% +$83K 0.02% 327
2020
Q3 		$195K Sell
2,409
-1,852
-43% -$152K 0.02% 333
2020
Q2 		$336K Sell
4,261
-863
-17% -$67.1K 0.03% 236
2020
Q1 		$393K Buy
5,124
+65
+1% +$5.58K 0.04% 197
2019
Q4 		$474K Buy
5,059
+221
+5% +$20K 0.05% 199
2019
Q3 		$429K Buy
4,838
+167
+4% +$14.6K 0.05% 187
2019
Q2 		$408K Buy
4,671
+337
+8% +$29.1K 0.05% 196
2019
Q1 		$371K Buy
4,334
+439
+11% +$36.7K 0.05% 196
2018
Q4 		$304K Buy
3,895
+3,495
+874% +$292K 0.04% 212
2018
Q3 		$33K Hold
400
– – ﹤0.01% 646
2018
Q2 		$34K Sell
400
-39
-9% -$3.27K ﹤0.01% 633
2018
Q1 		$36K Sell
439
-43
-9% -$3.7K 0.01% 563
2017
Q4 		$41K Buy
482
+382
+382% +$31.9K 0.01% 509
2017
Q3 		$8K Buy
+100
New +$7.94K ﹤0.01% 768

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Valeo Financial Advisors's VYM Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.5% in Q2 2026, buying an estimated $84.1K and bringing the position to 8,856 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #248.

Valeo Financial Advisors first reported a position in VYM in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.43M in Q1 2025. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Valeo Financial Advisors held 8,856 shares of Vanguard High Dividend Yield ETF worth $1.4M as of Q2 2026.
  • Valeo Financial Advisors bought 538 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $84.1K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Valeo Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $1.43M in Q1 2025.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.