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

Wetzel Investment 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 		– Sell
-4,771
Closed -$707K – 147
2026
Q1 		$707K Sell
4,771
-41
-0.9% -$6.16K 0.28% 56
2025
Q4 		$691K Sell
4,812
-3
-0.1% -$427 0.28% 53
2025
Q3 		$679K Sell
4,815
-174
-3% -$23.9K 0.29% 57
2025
Q2 		$665K Sell
4,989
-74
-1% -$9.38K 0.3% 53
2025
Q1 		$653K Sell
5,063
-194
-4% -$25.4K 0.33% 52
2024
Q4 		$671K Hold
5,257
– – 0.33% 57
2024
Q3 		$674K Sell
5,257
-198
-4% -$24.4K 0.34% 54
2024
Q2 		$659K Sell
5,455
-7
-0.1% -$830 0.38% 48
2024
Q1 		$628K Buy
5,462
+290
+6% +$33.2K 0.37% 46
2023
Q4 		$577K Buy
+5,172
New +$543K 0.35% 45

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
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

Wetzel Investment Advisors's VYM Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 4,771 shares — an estimated $707K sold.

Wetzel Investment Advisors first reported a position in VYM in Q4 2023 and held it in 10 quarters. The position peaked at $707K in Q1 2026. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wetzel Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4,771 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $707K.
  • Wetzel Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 10 quarters.
  • Wetzel Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $707K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.