WWM
VYM icon

Waterway Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Waterway Wealth Management’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 		$411K Hold
2,600
– – 0.08% 80
2026
Q1 		$385K Buy
+2,600
New +$391K 0.09% 78
2024
Q1 		– Sell
-4,893
Closed -$546K – 77
2023
Q4 		$546K Buy
+4,893
New +$514K 0.23% 31

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Waterway Wealth Management's VYM Position: Q2 2026 in Review

Waterway Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,600 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #80.

Waterway Wealth Management first reported a position in VYM in Q4 2023 and has held it in 3 quarters since. The position peaked at $546K in Q4 2023. 553 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Waterway Wealth Management held 2,600 shares of Vanguard High Dividend Yield ETF worth $411K as of Q2 2026.
  • Waterway Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.08% of Waterway Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Waterway Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 3 quarters since.
  • Waterway Wealth Management's Vanguard High Dividend Yield ETF position peaked at $546K in Q4 2023.
  • 553 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.