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Wealthedge Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthedge Investment 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 		$2.18M Sell
13,794
-1,532
-10% -$239K 0.74% 39
2026
Q1 		$2.27M Sell
15,326
-1,801
-11% -$271K 0.83% 35
2025
Q4 		$2.46M Sell
17,127
-592
-3% -$84.2K 0.91% 32
2025
Q3 		$2.5M Buy
17,719
+151
+0.9% +$20.7K 0.95% 35
2025
Q2 		$2.34M Sell
17,568
-5,832
-25% -$739K 0.98% 26
2025
Q1 		$3.02M Sell
23,400
-937
-4% -$123K 1.36% 18
2024
Q4 		$3.11M Buy
+24,337
New +$3.17M 1.4% 18

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealthedge Investment Advisors's VYM Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $239K and leaving 13,794 shares worth $2.18M. The position accounts for 0.74% of the portfolio, ranked #39.

Wealthedge Investment Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q4 2024. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealthedge Investment Advisors held 13,794 shares of Vanguard High Dividend Yield ETF worth $2.18M as of Q2 2026.
  • Wealthedge Investment Advisors sold 1,532 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $239K.
  • Vanguard High Dividend Yield ETF made up 0.74% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $3.11M in Q4 2024.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.