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

West 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	$67.5K	Buy	427 +227	+114%	+$35.5K	0.01%	96
2026 Q1	$29.6K	Sell	200 -227	-53%	-$34.1K	0.01%	114
2025 Q4	$61.3K	Hold	427	–	–	0.01%	88
2025 Q3	$60.2K	Hold	427	–	–	0.01%	95
2025 Q2	$56.9K	Hold	427	–	–	0.01%	96
2025 Q1	$55.1K	Sell	427 -396	-48%	-$51.8K	0.01%	95
2024 Q4	$105K	Sell	823 -111	-12%	-$14.5K	0.02%	76
2024 Q3	$120K	Hold	934	–	–	0.02%	66
2024 Q2	$111K	Hold	934	–	–	0.02%	66
2024 Q1	$113K	Hold	934	–	–	0.02%	65
2023 Q4	$104K	Sell	934 -100	-10%	-$10.5K	0.02%	64
2023 Q3	$107K	Hold	1,034	–	–	0.03%	64
2023 Q2	$110K	Hold	1,034	–	–	0.03%	62
2023 Q1	$109K	Hold	1,034	–	–	0.03%	66
2022 Q4	$112K	Sell	1,034 -115	-10%	-$12.2K	0.03%	64
2022 Q3	$109K	Hold	1,149	–	–	0.03%	77
2022 Q2	$117K	Sell	1,149 -95	-8%	-$10.3K	0.03%	73
2022 Q1	$140K	Hold	1,244	–	–	0.04%	69
2021 Q4	$139K	Hold	1,244	–	–	0.04%	72
2021 Q3	$129K	Hold	1,244	–	–	0.04%	69
2021 Q2	$130K	Sell	1,244 -520	-29%	-$54.6K	0.04%	62
2021 Q1	$178K	Hold	1,764	–	–	0.06%	50
2020 Q4	$161K	Buy	+1,764	New	+$153K	0.06%	55

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

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

West Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 114% in Q2 2026, buying an estimated $35.5K and bringing the position to 427 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #96.

West Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $178K in Q1 2021. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

West Financial Advisors held 427 shares of Vanguard High Dividend Yield ETF worth $67.5K as of Q2 2026.
West Financial Advisors bought 227 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $35.5K.
Vanguard High Dividend Yield ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #96 holding.
West Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $178K in Q1 2021.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.