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

Values Added 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	$1.46M	Buy	9,210 +213	+2%	+$33.3K	0.53%	42
2026 Q1	$1.33M	Buy	8,997 +304	+3%	+$45.7K	0.56%	41
2025 Q4	$1.25M	Hold	8,693	–	–	0.53%	42
2025 Q3	$1.23M	Hold	8,693	–	–	0.54%	40
2025 Q2	$1.16M	Hold	8,693	–	–	0.56%	38
2025 Q1	$1.12M	Buy	8,693 +505	+6%	+$66.1K	0.62%	36
2024 Q4	$1.04M	Buy	8,188 +3,975	+94%	+$518K	0.6%	36
2024 Q3	$540K	Buy	+4,213	New	+$520K	0.34%	54

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

Values Added Financial's VYM Position: Q2 2026 in Review

Values Added Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, buying an estimated $33.3K and bringing the position to 9,210 shares worth $1.46M. The position accounts for 0.53% of the portfolio, ranked #42.

Values Added Financial first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Values Added Financial held 9,210 shares of Vanguard High Dividend Yield ETF worth $1.46M as of Q2 2026.
Values Added Financial bought 213 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33.3K.
Vanguard High Dividend Yield ETF made up 0.53% of Values Added Financial's portfolio in Q2 2026, its #42 holding.
Values Added Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.