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Walkner Condon Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Walkner Condon 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 		$2.11M Buy
13,371
+149
+1% +$23.3K 0.24% 79
2026
Q1 		$1.96M Sell
13,222
-197
-1% -$29.6K 0.26% 76
2025
Q4 		$1.93M Sell
13,419
-932
-6% -$133K 0.27% 77
2025
Q3 		$2.02M Buy
14,351
+2,461
+21% +$338K 0.32% 67
2025
Q2 		$1.58M Sell
11,890
-293
-2% -$37.1K 0.29% 74
2025
Q1 		$1.57M Buy
12,183
+42
+0.3% +$5.5K 0.32% 72
2024
Q4 		$1.55M Buy
12,141
+49
+0.4% +$6.39K 0.31% 68
2024
Q3 		$1.55M Buy
12,092
+395
+3% +$48.8K 0.32% 69
2024
Q2 		$1.39M Buy
11,697
+463
+4% +$54.9K 0.3% 75
2024
Q1 		$1.36M Buy
11,234
+90
+0.8% +$10.3K 0.29% 79
2023
Q4 		$1.24M Buy
11,144
+489
+5% +$51.4K 0.28% 81
2023
Q3 		$1.1M Buy
10,655
+1,350
+15% +$145K 0.29% 77
2023
Q2 		$987K Buy
9,305
+505
+6% +$53K 0.26% 86
2023
Q1 		$928K Buy
8,800
+580
+7% +$62.4K 0.26% 86
2022
Q4 		$889K Buy
8,220
+3,378
+70% +$359K 0.27% 81
2022
Q3 		$459K Buy
4,842
+548
+13% +$57K 0.15% 125
2022
Q2 		$437K Buy
4,294
+958
+29% +$104K 0.14% 134
2022
Q1 		$374K Sell
3,336
-9
-0.3% -$1K 0.11% 155
2021
Q4 		$375K Sell
3,345
-285
-8% -$31K 0.24% 89
2021
Q3 		$375K Buy
3,630
+251
+7% +$26.5K 0.18% 99
2021
Q2 		$357K Buy
3,379
+257
+8% +$27K 0.13% 120
2021
Q1 		$316K Buy
+3,122
New +$301K 0.12% 134

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 22.9% 1-Year Est. Return

Walkner Condon Financial Advisors's VYM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 13,371 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #79.

Walkner Condon Financial Advisors first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,371 shares of Vanguard High Dividend Yield ETF worth $2.11M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 149 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard High Dividend Yield ETF made up 0.24% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.