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

Wealthstar 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 		$608K Buy
3,848
+4
+0.1% +$625 0.18% 79
2026
Q1 		$569K Sell
3,844
-232
-6% -$34.9K 0.27% 77
2025
Q4 		$585K Sell
4,076
-314
-7% -$44.7K 0.26% 74
2025
Q3 		$619K Buy
4,390
+6
+0.1% +$824 0.24% 77
2025
Q2 		$584K Buy
4,384
+26
+0.6% +$3.29K 0.22% 90
2025
Q1 		$562K Sell
4,358
-229
-5% -$30K 0.26% 90
2024
Q4 		$585K Buy
+4,587
New +$598K 0.25% 77
2024
Q2 		– Sell
-4,567
Closed -$553K – 139
2024
Q1 		$553K Sell
4,567
-120
-3% -$13.7K 0.19% 74
2023
Q4 		$523K Sell
4,687
-20
-0.4% -$2.1K 0.08% 76
2023
Q3 		$486K Sell
4,707
-73
-2% -$7.83K 0.19% 57
2023
Q2 		$507K Buy
4,780
+28
+0.6% +$2.94K 0.21% 43
2023
Q1 		$501K Buy
4,752
+2
+0% +$215 0.19% 46
2022
Q4 		$514K Buy
4,750
+3
+0.1% +$319 0.23% 45
2022
Q3 		$448K Buy
4,747
+3
+0.1% +$312 0.21% 52
2022
Q2 		$482K Buy
4,744
+3
+0.1% +$325 0.19% 56
2022
Q1 		$533K Sell
4,741
-74
-2% -$8.25K 0.2% 58
2021
Q4 		$538K Buy
4,815
+4
+0.1% +$435 0.18% 49
2021
Q3 		$496K Buy
4,811
+102
+2% +$10.8K 0.15% 52
2021
Q2 		$493K Buy
+4,709
New +$494K 0.15% 56
2020
Q1 		$288K Sell
4,070
-377
-8% -$32.4K 0.2% 42
2019
Q4 		$417K Buy
4,447
+4
+0.1% +$363 0.26% 34
2019
Q3 		$396K Buy
4,443
+103
+2% +$9.01K 0.22% 32
2019
Q2 		$379K Buy
4,340
+4
+0.1% +$346 0.22% 36
2019
Q1 		$369K Sell
4,336
-52
-1% -$4.34K 0.23% 34
2018
Q4 		$341K Buy
4,388
+274
+7% +$22.9K 0.25% 32
2018
Q3 		$356K Hold
4,114
– – 0.21% 39
2018
Q2 		$357K Sell
4,114
-8
-0.2% -$670 0.11% 39
2018
Q1 		$340K Buy
+4,122
New +$354K 0.1% 31

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

Wealthstar Advisors's VYM Position: Q2 2026 in Review

Wealthstar Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.1% in Q2 2026, buying an estimated $625 and bringing the position to 3,848 shares worth $608K. The position accounts for 0.18% of the portfolio, ranked #79.

Wealthstar Advisors first reported a position in VYM in Q1 2018 and has held it in 28 quarters since. The position peaked at $619K in Q3 2025. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wealthstar Advisors held 3,848 shares of Vanguard High Dividend Yield ETF worth $608K as of Q2 2026.
  • Wealthstar Advisors bought 4 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $625.
  • Vanguard High Dividend Yield ETF made up 0.18% of Wealthstar Advisors's portfolio in Q2 2026, its #79 holding.
  • Wealthstar Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 28 quarters since.
  • Wealthstar Advisors's Vanguard High Dividend Yield ETF position peaked at $619K in Q3 2025.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.