Wealth Advisory Team’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealth Advisory Team’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	$5.68M	Buy	+35,949	New	+$5.62M	4.62%	9
2025 Q4	$7.11M	Buy	+49,534	New	+$7.04M	6.28%	6
2025 Q2	$6.76M	Buy	+50,738	New	+$6.43M	6.33%	6

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Advisory Team's VYM Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 35,949 shares worth $5.68M. The stake represents 4.62% of the portfolio and ranks #9 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in VYM as recently as Q4 2025.

Wealth Advisory Team first reported a position in VYM in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.11M in Q4 2025. 1,598 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealth Advisory Team held 35,949 shares of Vanguard High Dividend Yield ETF worth $5.68M as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Wealth Advisory Team position in Q2 2026.
Vanguard High Dividend Yield ETF made up 4.62% of Wealth Advisory Team's portfolio in Q2 2026, its #9 holding.
Wealth Advisory Team first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 3 quarters since.
Wealth Advisory Team's Vanguard High Dividend Yield ETF position peaked at $7.11M in Q4 2025.
1,598 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.