VWA
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Visionary Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Visionary Wealth 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 		$2.17M Buy
13,754
+5,461
+66% +$853K 0.09% 203
2026
Q1 		$1.23M Buy
8,293
+698
+9% +$105K 0.05% 246
2025
Q4 		$1.09M Buy
7,595
+436
+6% +$62K 0.05% 257
2025
Q3 		$1.01M Buy
7,159
+1,973
+38% +$271K 0.05% 271
2025
Q2 		$691K Buy
5,186
+33
+0.6% +$4.18K 0.04% 315
2025
Q1 		$665K Buy
5,153
+68
+1% +$8.9K 0.04% 305
2024
Q4 		$649K Buy
5,085
+186
+4% +$24.3K 0.04% 314
2024
Q3 		$628K Buy
4,899
+83
+2% +$10.2K 0.04% 316
2024
Q2 		$571K Buy
4,816
+20
+0.4% +$2.37K 0.04% 306
2024
Q1 		$580K Sell
4,796
-604
-11% -$69.2K 0.04% 304
2023
Q4 		$603K Buy
5,400
+22
+0.4% +$2.31K 0.04% 290
2023
Q3 		$556K Buy
5,378
+29
+0.5% +$3.11K 0.05% 283
2023
Q2 		$567K Buy
5,349
+233
+5% +$24.4K 0.05% 276
2023
Q1 		$540K Sell
5,116
-182
-3% -$19.6K 0.05% 273
2022
Q4 		$573K Buy
5,298
+17
+0.3% +$1.81K 0.05% 221
2022
Q3 		$501K Buy
5,281
+27
+0.5% +$2.81K 0.05% 226
2022
Q2 		$534K Buy
5,254
+1,290
+33% +$140K 0.05% 231
2022
Q1 		$445K Buy
3,964
+219
+6% +$24.4K 0.04% 267
2021
Q4 		$420K Sell
3,745
-97
-3% -$10.6K 0.03% 252
2021
Q3 		$397K Sell
3,842
-322
-8% -$34K 0.04% 215
2021
Q2 		$436K Sell
4,164
-183
-4% -$19.2K 0.04% 214
2021
Q1 		$439K Sell
4,347
-272
-6% -$26.2K 0.05% 209
2020
Q4 		$423K Buy
4,619
+1,110
+32% +$96.4K 0.05% 199
2020
Q3 		$284K Buy
+3,509
New +$287K 0.04% 197

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Visionary Wealth Advisors's VYM Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 66% in Q2 2026, buying an estimated $853K and bringing the position to 13,754 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #203.

Visionary Wealth Advisors first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Visionary Wealth Advisors held 13,754 shares of Vanguard High Dividend Yield ETF worth $2.17M as of Q2 2026.
  • Visionary Wealth Advisors bought 5,461 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $853K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.