Wealthcare Advisory Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthcare Advisory Partners’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	$63.5M	Buy	401,762 +4,817	+1%	+$753K	1.2%	13
2026 Q1	$58.8M	Buy	396,945 +77,546	+24%	+$11.7M	1.14%	15
2025 Q4	$45.8M	Buy	319,399 +196,560	+160%	+$28M	0.9%	22
2025 Q3	$17.3M	Sell	122,839 -369	-0.3%	-$50.7K	0.36%	52
2025 Q2	$16.4M	Sell	123,208 -1,032	-0.8%	-$131K	0.37%	51
2025 Q1	$16M	Buy	124,240 +4,153	+3%	+$544K	0.43%	48
2024 Q4	$15.3M	Buy	120,087 +7,951	+7%	+$1.04M	0.43%	45
2024 Q3	$14.4M	Sell	112,136 -10,708	-9%	-$1.32M	0.41%	48
2024 Q2	$14.6M	Buy	122,844 +3,071	+3%	+$364K	0.46%	45
2024 Q1	$14.5M	Sell	119,773 -8,241	-6%	-$944K	0.48%	47
2023 Q4	$14.3M	Buy	128,014 +4,618	+4%	+$485K	0.57%	43
2023 Q3	$12.7M	Buy	123,396 +3,533	+3%	+$379K	0.59%	44
2023 Q2	$12.7M	Sell	119,863 -5,575	-4%	-$585K	0.57%	42
2023 Q1	$13.2M	Buy	125,438 +9,191	+8%	+$989K	0.57%	39
2022 Q4	$12.6M	Buy	116,247 +12,896	+12%	+$1.37M	0.6%	39
2022 Q3	$9.81M	Sell	103,351 -11,812	-10%	-$1.23M	0.56%	39
2022 Q2	$11.7M	Buy	115,163 +24,743	+27%	+$2.68M	0.71%	36
2022 Q1	$10.2M	Buy	90,420 +26,264	+41%	+$2.93M	0.62%	33
2021 Q4	$7.19M	Buy	64,156 +1,735	+3%	+$189K	0.43%	39
2021 Q3	$6.45M	Sell	62,421 -1,293	-2%	-$137K	0.42%	39
2021 Q2	$6.67M	Buy	63,714 +8,526	+15%	+$895K	0.45%	37
2021 Q1	$5.58M	Buy	55,188 +4,631	+9%	+$447K	0.4%	34
2020 Q4	$4.63M	Sell	50,557 -3,575	-7%	-$311K	0.41%	35
2020 Q3	$4.38M	Sell	54,132 -5,245	-9%	-$430K	0.48%	31
2020 Q2	$4.68M	Buy	59,377 +7,986	+16%	+$621K	0.58%	27
2020 Q1	$3.64M	Buy	51,391 +10,305	+25%	+$885K	0.53%	32
2019 Q4	$3.85M	Buy	41,086 +5,896	+17%	+$535K	0.49%	32
2019 Q3	$3.12M	Buy	35,190 +8,563	+32%	+$749K	0.45%	33
2019 Q2	$2.33M	Buy	26,627 +1,895	+8%	+$164K	0.37%	35
2019 Q1	$2.12M	Sell	24,732 -3,906	-14%	-$326K	0.36%	40
2018 Q4	$2.23M	Buy	28,638 +2,265	+9%	+$189K	0.43%	35
2018 Q3	$2.3M	Buy	26,373 +2,083	+9%	+$180K	0.42%	35
2018 Q2	$2.02M	Buy	24,290 +13,227	+120%	+$1.11M	0.4%	36
2018 Q1	$913K	Buy	11,063 +8,728	+374%	+$750K	0.21%	69
2017 Q4	$200K	Buy	2,335 +1,426	+157%	+$119K	0.05%	181
2017 Q3	$74K	Buy	+909	New	+$72.1K	0.02%	259
2016 Q3	–	Sell	-4,054	Closed	-$290K	–	135
2016 Q2	$290K	Buy	+4,054	New	+$283K	0.2%	24

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wealthcare Advisory Partners's VYM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, buying an estimated $753K and bringing the position to 401,762 shares worth $63.5M. The position accounts for 1.2% of the portfolio, ranked #13.

Wealthcare Advisory Partners first reported a position in VYM in Q2 2016 and has held it in 37 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealthcare Advisory Partners held 401,762 shares of Vanguard High Dividend Yield ETF worth $63.5M as of Q2 2026.
Wealthcare Advisory Partners bought 4,817 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $753K.
Vanguard High Dividend Yield ETF made up 1.2% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #13 holding.
Wealthcare Advisory Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 37 quarters since.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.