Wealth Enhancement Advisory Services
VYM icon

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

Wealth Enhancement Advisory Services’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 		$56.9M Buy
353,157
+7,678
+2% +$1.2M 0.1% 192
2026
Q1 		$51.2M Sell
345,479
-147,712
-30% -$22.2M 0.1% 183
2025
Q4 		$72.4M Buy
493,191
+3,577
+0.7% +$509K 0.1% 200
2025
Q3 		$69.1M Buy
489,614
+306
+0.1% +$42K 0.1% 182
2025
Q2 		$66.5M Sell
489,308
-9,825
-2% -$1.24M 0.11% 180
2025
Q1 		$64.4M Buy
499,133
+58,453
+13% +$7.65M 0.12% 163
2024
Q4 		$56.2M Buy
440,680
+43,701
+11% +$5.7M 0.11% 182
2024
Q3 		$50.9M Sell
396,979
-17,623
-4% -$2.18M 0.11% 186
2024
Q2 		$49.2M Buy
414,602
+29,447
+8% +$3.49M 0.12% 181
2024
Q1 		$46.6M Buy
385,155
+13,034
+4% +$1.49M 0.12% 171
2023
Q4 		$41.5M Sell
372,121
-9,018
-2% -$948K 0.12% 171
2023
Q3 		$39.4M Buy
381,139
+369,794
+3,260% +$39.7M 0.13% 161
2023
Q2 		$1.2M Sell
11,345
-332
-3% -$34.8K 0.01% 249
2023
Q1 		$1.23M Buy
11,677
+6,101
+109% +$656K 0.01% 282
2022
Q4 		$610K Sell
5,576
-816
-13% -$86.8K 0.01% 261
2022
Q3 		$620K Buy
+6,392
New +$665K 0.01% 264
2022
Q2 		– Sell
-5,368
Closed -$604K – 374
2022
Q1 		$604K Buy
+5,368
New +$599K 0.01% 263
2020
Q1 		– Sell
-9,151
Closed -$858K – 273
2019
Q4 		$858K Buy
9,151
+3,346
+58% +$303K 0.03% 177
2019
Q3 		$510K Buy
5,805
+3,454
+147% +$302K 0.02% 182
2019
Q2 		$210K Buy
+2,351
New +$203K 0.01% 196

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

Wealth Enhancement Advisory Services's VYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $1.2M and bringing the position to 353,157 shares worth $56.9M. The position accounts for 0.1% of the portfolio, ranked #192.

Wealth Enhancement Advisory Services first reported a position in VYM in Q2 2019 and has held it in 20 quarters since. The position peaked at $72.4M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 353,157 shares of Vanguard High Dividend Yield ETF worth $56.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,678 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard High Dividend Yield ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #192 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard High Dividend Yield ETF position peaked at $72.4M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.