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

Wellspring 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 		$71.5M Buy
2,958,647
+49,470
+2% +$7.73M 4.71% 4
2026
Q1 		$67.1M Sell
2,909,177
-69,326
-2% -$10.4M 5.03% 4
2025
Q4 		$77.2M Buy
2,978,503
+70,074
+2% +$9.97M 6.11% 4
2025
Q3 		$73.8M Buy
2,908,429
+120,521
+4% +$16.6M 6.78% 4
2025
Q2 		$64M Buy
2,787,908
+15,677
+0.6% +$1.99M 6.43% 2
2025
Q1 		$61.2M Sell
2,772,231
-196,753
-7% -$25.8M 6.81% 2
2024
Q4 		$60.9M Buy
2,968,984
+672,757
+29% +$87.7M 6.36% 3
2024
Q3 		$45.7M Buy
2,296,227
+185,309
+9% +$22.9M 5.45% 4
2024
Q2 		$41.2M Buy
2,110,918
+8,802
+0.4% +$1.04M 5.6% 3
2024
Q1 		$40.9M Buy
2,102,116
+248,559
+13% +$28.5M 6.47% 3
2023
Q4 		$10.1M Buy
1,853,557
+9,623
+0.5% +$1.01M 2.53% 12
2023
Q3 		$8.53M Sell
1,843,934
-33
-0% -$3.54K 2.5% 11
2023
Q2 		$8.72M Sell
1,843,967
-8,661
-0.5% -$908K 2.47% 11
2023
Q1 		$9.59M Sell
1,852,628
-818
-0% -$88K 2.85% 10
2022
Q4 		$9.88M Buy
1,853,446
+2,741
+0.1% +$292K 3.29% 9
2022
Q3 		$8.63M Buy
1,850,705
+549
+0% +$57.1K 3.19% 8
2022
Q2 		$9.06M Sell
1,850,156
-7,572
-0.4% -$821K 3.16% 8
2022
Q1 		$10.7M Buy
1,857,728
+3,806
+0.2% +$424K 3.14% 9
2021
Q4 		$10.2M Buy
1,853,922
+81,985
+5% +$8.92M 2.85% 11
2021
Q3 		$9.29M Buy
1,771,937
+1,700,648
+2,386% +$180M 2.8% 10
2021
Q2 		$7.48M Buy
71,289
+40,743
+133% +$4.28M 2.35% 15
2021
Q1 		$2.17M Sell
30,546
-9,260
-23% -$893K 1.05% 19
2020
Q4 		$3.65M Buy
39,806
+1,262
+3% +$110K 1.27% 20
2020
Q3 		$3.13M Sell
38,544
-331
-0.9% -$27.1K 1.23% 18
2020
Q2 		$3.07M Buy
38,875
+8,329
+27% +$648K 1.27% 18
2020
Q1 		$2.17M Buy
+30,546
New +$2.62M 1.05% 19

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $7.73M and bringing the position to 2,958,647 shares worth $71.5M. The position accounts for 4.71% of the portfolio, ranked #4.

Wellspring Financial Advisors first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $77.2M in Q4 2025. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wellspring Financial Advisors held 2,958,647 shares of Vanguard High Dividend Yield ETF worth $71.5M as of Q2 2026.
  • Wellspring Financial Advisors bought 49,470 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.73M.
  • Vanguard High Dividend Yield ETF made up 4.71% of Wellspring Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $77.2M in Q4 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.