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

Wells Financial 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 		– Sell
-3,105
Closed -$460K – 55
2026
Q1 		$460K Sell
3,105
-19,487
-86% -$2.93M 2.09% 17
2025
Q4 		$3.24M Sell
22,592
-4,200
-16% -$597K 6.16% 5
2025
Q3 		$3.78M Sell
26,792
-100
-0.4% -$13.7K 5.05% 5
2025
Q2 		$3.58M Sell
26,892
-332
-1% -$42.1K 4.93% 5
2025
Q1 		$3.51M Sell
27,224
-131
-0.5% -$17.1K 4.84% 5
2024
Q4 		$3.49M Buy
27,355
+1,014
+4% +$132K 4.76% 5
2024
Q3 		$3.38M Sell
26,341
-20,214
-43% -$2.5M 4.56% 4
2024
Q2 		$5.52M Sell
46,555
-2,782
-6% -$330K 3.63% 13
2024
Q1 		$5.97M Sell
49,337
-466
-0.9% -$53.4K 4.07% 11
2023
Q4 		$5.56M Sell
49,803
-881
-2% -$92.6K 4.04% 11
2023
Q3 		$5.24M Buy
50,684
+111
+0.2% +$11.9K 4.07% 10
2023
Q2 		$5.36M Sell
50,573
-7,123
-12% -$747K 4.05% 11
2023
Q1 		$6.09M Buy
57,696
+347
+0.6% +$37.3K 4.85% 8
2022
Q4 		$6.21M Buy
57,349
+29,272
+104% +$3.11M 5.14% 7
2022
Q3 		$2.66M Sell
28,077
-1,505
-5% -$157K 2.58% 13
2022
Q2 		$3.01M Buy
29,582
+1,040
+4% +$113K 2.72% 13
2022
Q1 		$3.2M Buy
28,542
+1,140
+4% +$127K 2.67% 14
2021
Q4 		$3.07M Buy
27,402
+610
+2% +$66.4K 2.45% 14
2021
Q3 		$2.77M Buy
26,792
+580
+2% +$61.3K 2.34% 12
2021
Q2 		$2.75M Hold
26,212
– – 2.32% 12
2021
Q1 		$2.65M Sell
26,212
-70
-0.3% -$6.75K 2.38% 13
2020
Q4 		$2.4M Buy
+26,282
New +$2.28M 2.06% 13

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

Wells Financial Advisors's VYM Position: Q2 2026 in Review

Wells Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 3,105 shares — an estimated $460K sold.

Wells Financial Advisors first reported a position in VYM in Q4 2020 and held it in 22 quarters. The position peaked at $6.21M in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wells Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 3,105 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $460K.
  • Wells Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 22 quarters.
  • Wells Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $6.21M in Q4 2022.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.