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

Wealth Management Associates’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 		$7.18M Buy
45,408
+86
+0.2% +$13.4K 1.98% 9
2026
Q1 		$6.71M Buy
45,322
+2,180
+5% +$328K 2.32% 10
2025
Q4 		$6.19M Buy
43,142
+26
+0.1% +$3.7K 2.15% 9
2025
Q3 		$6.08M Buy
43,116
+66
+0.2% +$9.07K 2.16% 9
2025
Q2 		$5.74M Buy
43,050
+2
+0% +$253 2.23% 9
2025
Q1 		$5.55M Sell
43,048
-630
-1% -$82.5K 2.38% 9
2024
Q4 		$5.57M Buy
43,678
+297
+0.7% +$38.7K 2.38% 8
2024
Q3 		$5.56M Buy
43,381
+20
+0% +$2.47K 2.45% 8
2024
Q2 		$5.14M Hold
43,361
– – 2.41% 8
2024
Q1 		$5.14M Sell
43,361
-434
-1% -$49.7K 2.41% 8
2023
Q4 		$4.89M Sell
43,795
-297
-0.7% -$31.2K 2.58% 6
2023
Q3 		$4.56M Buy
44,092
+929
+2% +$99.7K 2.66% 6
2023
Q2 		$4.58M Sell
43,163
-3,979
-8% -$417K 2.59% 6
2023
Q1 		$4.97M Buy
47,142
+715
+2% +$76.9K 3.07% 5
2022
Q4 		$5.02M Buy
46,427
+1,366
+3% +$145K 3.35% 4
2022
Q3 		$4.28M Sell
45,061
-235
-0.5% -$24.4K 3.01% 5
2022
Q2 		$4.61M Sell
45,296
-1,069
-2% -$116K 3.14% 5
2022
Q1 		$5.2M Sell
46,365
-1,430
-3% -$159K 2.95% 5
2021
Q4 		$5.36M Buy
47,795
+1,603
+3% +$174K 2.88% 5
2021
Q3 		$4.77M Buy
46,192
+220
+0.5% +$23.3K 2.79% 6
2021
Q2 		$4.82M Buy
45,972
+1,757
+4% +$184K 2.73% 6
2021
Q1 		$4.47M Buy
44,215
+16
+0% +$1.54K 2.84% 8
2020
Q4 		$4.04M Sell
44,199
-270
-0.6% -$23.5K 2.66% 8
2020
Q3 		$3.6M Buy
44,469
+822
+2% +$67.3K 2.78% 7
2020
Q2 		$3.44M Buy
43,647
+818
+2% +$63.6K 2.9% 7
2020
Q1 		$3.03M Buy
42,829
+815
+2% +$70K 3.06% 7
2019
Q4 		$3.94M Sell
42,014
-873
-2% -$79.2K 2.82% 6
2019
Q3 		$3.81M Buy
42,887
+1,095
+3% +$95.8K 3.06% 5
2019
Q2 		$3.65M Buy
41,792
+986
+2% +$85.3K 3.64% 5
2019
Q1 		$3.5M Sell
40,806
-11
-0% -$919 3.81% 5
2018
Q4 		$3.18M Buy
+40,817
New +$3.4M 4.29% 4

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

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

Wealth Management Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.19% in Q2 2026, buying an estimated $13.4K and bringing the position to 45,408 shares worth $7.18M. The position accounts for 1.98% of the portfolio, ranked #9.

Wealth Management Associates first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealth Management Associates held 45,408 shares of Vanguard High Dividend Yield ETF worth $7.18M as of Q2 2026.
  • Wealth Management Associates bought 86 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $13.4K.
  • Vanguard High Dividend Yield ETF made up 1.98% of Wealth Management Associates's portfolio in Q2 2026, its #9 holding.
  • Wealth Management Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.