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

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 456 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.
456 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.