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

Vawter 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 		$284K Hold
1,800
– – 0.11% 100
2026
Q1 		$267K Hold
1,800
– – 0.11% 95
2025
Q4 		$258K Hold
1,800
– – 0.11% 97
2025
Q3 		$254K Buy
+1,800
New +$247K 0.12% 95

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Vawter Financial's VYM Position: Q2 2026 in Review

Vawter Financial held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,800 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #100.

Vawter Financial first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 1,035 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Vawter Financial held 1,800 shares of Vanguard High Dividend Yield ETF worth $284K as of Q2 2026.
  • Vawter Financial left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.11% of Vawter Financial's portfolio in Q2 2026, its #100 holding.
  • Vawter Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.