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

WESPAC 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	$667K	Buy	4,222 +2,037	+93%	+$318K	0.33%	90
2026 Q1	$324K	Hold	2,185	–	–	0.18%	128
2025 Q4	$314K	Sell	2,185 -14	-0.6%	-$1.99K	0.17%	130
2025 Q3	$310K	Buy	2,199 +2	+0.1%	+$275	0.18%	142
2025 Q2	$293K	Hold	2,197	–	–	0.2%	139
2025 Q1	$283K	Sell	2,197 -1,324	-38%	-$173K	0.23%	128
2024 Q4	$449K	Buy	+3,521	New	+$459K	0.33%	103

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WESPAC Advisors's VYM Position: Q2 2026 in Review

WESPAC Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 93% in Q2 2026, buying an estimated $318K and bringing the position to 4,222 shares worth $667K. The position accounts for 0.33% of the portfolio, ranked #90.

WESPAC Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WESPAC Advisors held 4,222 shares of Vanguard High Dividend Yield ETF worth $667K as of Q2 2026.
WESPAC Advisors bought 2,037 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $318K.
Vanguard High Dividend Yield ETF made up 0.33% of WESPAC Advisors's portfolio in Q2 2026, its #90 holding.
WESPAC Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.