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

WestHill 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	$302K	Hold	1,914	–	–	0.05%	66
2026 Q1	$283K	Hold	1,914	–	–	0.05%	63
2025 Q4	$275K	Hold	1,914	–	–	0.05%	65
2025 Q3	$270K	Hold	1,914	–	–	0.05%	63
2025 Q2	$255K	Hold	1,914	–	–	0.05%	63
2025 Q1	$247K	Buy	+1,914	New	+$251K	0.06%	61
2024 Q1	–	Sell	-1,946	Closed	-$217K	–	79
2023 Q4	$217K	Buy	+1,946	New	+$204K	0.06%	66

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

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

WestHill Financial Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,914 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #66.

WestHill Financial Advisors first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WestHill Financial Advisors held 1,914 shares of Vanguard High Dividend Yield ETF worth $302K as of Q2 2026.
WestHill Financial Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.05% of WestHill Financial Advisors's portfolio in Q2 2026, its #66 holding.
WestHill Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 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 WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.