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

WCG 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	$3.41M	Sell	21,594 -1,208	-5%	-$189K	0.08%	223
2026 Q1	$3.38M	Buy	22,802 +2,503	+12%	+$376K	0.09%	201
2025 Q4	$2.91M	Buy	20,299 +1,083	+6%	+$154K	0.08%	216
2025 Q3	$2.71M	Sell	19,216 -780	-4%	-$107K	0.17%	123
2025 Q2	$2.67M	Sell	19,996 -2,390	-11%	-$303K	0.17%	126
2025 Q1	$2.89M	Buy	22,386 +2,291	+11%	+$300K	0.22%	110
2024 Q4	$2.56M	Buy	20,095 +1,619	+9%	+$211K	0.17%	126
2024 Q3	$2.37M	Buy	18,476 +709	+4%	+$87.5K	0.16%	141
2024 Q2	$2.11M	Buy	+17,767	New	+$2.11M	0.16%	133
2022 Q4	–	Sell	-5,090	Closed	-$642K	–	280
2022 Q3	$642K	Sell	5,090 -1,229	-19%	-$128K	0.08%	164
2022 Q2	$643K	Buy	+6,319	New	+$685K	0.09%	152

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 22.9% 1-Year Est. Return

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

WCG Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.3% in Q2 2026, selling an estimated $189K and leaving 21,594 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #223.

WCG Wealth Advisors first reported a position in VYM in Q2 2022 and has held it in 11 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WCG Wealth Advisors held 21,594 shares of Vanguard High Dividend Yield ETF worth $3.41M as of Q2 2026.
WCG Wealth Advisors sold 1,208 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $189K.
Vanguard High Dividend Yield ETF made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #223 holding.
WCG Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 11 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.