Westside Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westside Investment Management’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	$25.7M	Buy	162,620 +603	+0.4%	+$94.2K	3.38%	2
2026 Q1	$24M	Buy	162,017 +6,232	+4%	+$937K	3.68%	1
2025 Q4	$22.4M	Buy	155,785 +1,760	+1%	+$250K	3.58%	2
2025 Q3	$21.7M	Sell	154,025 -2,231	-1%	-$307K	3.47%	2
2025 Q2	$20.8M	Buy	156,256 +3,477	+2%	+$440K	3.86%	1
2025 Q1	$19.7M	Buy	152,779 +14,630	+11%	+$1.92M	4.2%	1
2024 Q4	$17.6M	Buy	138,149 +892	+0.6%	+$116K	3.71%	2
2024 Q3	$17.5M	Buy	137,257 +7,998	+6%	+$987K	3.73%	2
2024 Q2	$15.3M	Buy	129,259 +2,274	+2%	+$270K	3.51%	2
2024 Q1	$15.4M	Buy	126,985 +8,480	+7%	+$972K	3.68%	2
2023 Q4	$13.2M	Buy	118,505 +17,176	+17%	+$1.8M	3.38%	3
2023 Q3	$10.5M	Buy	101,329 +5,253	+5%	+$564K	3.01%	4
2023 Q2	$10.2M	Buy	96,076 +1,375	+1%	+$144K	2.88%	4
2023 Q1	$10M	Buy	94,701 +6,745	+8%	+$725K	2.94%	4
2022 Q4	$350K	Buy	87,956 +8,778	+11%	+$934K	0.86%	26
2022 Q3	$404K	Buy	79,178 +8,944	+13%	+$930K	0.97%	21
2022 Q2	$180K	Buy	70,234 +10,303	+17%	+$1.12M	0.41%	57
2022 Q1	$194K	Buy	59,931 +4,640	+8%	+$518K	0.43%	52
2021 Q4	$185K	Buy	55,291 +19	+0%	+$2.07K	0.42%	58
2021 Q3	$171K	Buy	55,272 +162	+0.3%	+$17.1K	0.39%	59
2021 Q2	$178K	Buy	55,110 +2,160	+4%	+$227K	0.41%	55
2021 Q1	$172K	Buy	52,950 +9,110	+21%	+$879K	0.45%	50
2020 Q4	$100K	Buy	43,840 +8,940	+26%	+$777K	0.27%	69
2020 Q3	$27.1K	Buy	34,900 +5,730	+20%	+$469K	0.01%	117
2020 Q2	$25.9K	Sell	29,170 -3,550	-11%	-$276K	0.02%	98
2020 Q1	$137K	Buy	+32,720	New	+$2.81M	0.09%	33
2019 Q2	$46.1K	Buy	+28,130	New	+$2.43M	0.1%	41
2018 Q4	$2.05M	Buy	26,220 +8,280	+46%	+$691K	0.75%	20
2018 Q3	$1.57M	Buy	17,940 +2,750	+18%	+$238K	0.5%	26
2018 Q2	$1.26M	Buy	15,190 +600	+4%	+$50.2K	0.44%	33
2018 Q1	$1.18M	Buy	14,590 +570	+4%	+$49K	0.65%	35
2017 Q4	$1.22M	Buy	14,020 +850	+6%	+$71.1K	0.66%	33
2017 Q3	$1.08M	Sell	13,170 -950	-7%	-$75.4K	0.65%	34
2017 Q2	$1.1M	Buy	14,120 +1,001	+8%	+$78K	0.72%	31
2017 Q1	$1.01M	Buy	13,119 +3,740	+40%	+$289K	0.48%	31
2016 Q4	$711K	Buy	+9,379	New	+$688K	0.48%	24

Other funds holding VYM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 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

Westside Investment Management's VYM Position: Q2 2026 in Review

Westside Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.37% in Q2 2026, buying an estimated $94.2K and bringing the position to 162,620 shares worth $25.7M. The position accounts for 3.38% of the portfolio, ranked #2.

Westside Investment Management first reported a position in VYM in Q4 2016 and has held it in 36 quarters since. 907 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Westside Investment Management held 162,620 shares of Vanguard High Dividend Yield ETF worth $25.7M as of Q2 2026.
Westside Investment Management bought 603 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $94.2K.
Vanguard High Dividend Yield ETF made up 3.38% of Westside Investment Management's portfolio in Q2 2026, its #2 holding.
Westside Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 36 quarters since.
907 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.