WH
VYM icon

Willner & Heller’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Willner & Heller’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 		$535K Sell
3,388
-45
-1% -$7.03K 0.34% 84
2026
Q1 		$508K Sell
3,433
-39
-1% -$5.86K 0.38% 83
2025
Q4 		$498K Buy
3,472
+7
+0.2% +$996 0.36% 89
2025
Q3 		$488K Sell
3,465
-49
-1% -$6.73K 0.38% 84
2025
Q2 		$468K Sell
3,514
-158
-4% -$20K 0.39% 83
2025
Q1 		$473K Buy
3,672
+24
+0.7% +$3.14K 0.44% 80
2024
Q4 		$465K Sell
3,648
-29
-0.8% -$3.78K 0.41% 83
2024
Q3 		$471K Buy
3,677
+24
+0.7% +$2.96K 0.42% 83
2024
Q2 		$433K Buy
3,653
+56
+2% +$6.64K 0.42% 81
2024
Q1 		$435K Sell
3,597
-292
-8% -$33.5K 0.43% 86
2023
Q4 		$434K Buy
+3,889
New +$409K 0.48% 76
2022
Q4 		$424K Buy
3,922
+268
+7% +$28.5K 0.6% 58
2022
Q3 		$347K Buy
3,654
+272
+8% +$28.3K 0.56% 62
2022
Q2 		$344K Sell
3,382
-250
-7% -$27.1K 0.54% 66
2022
Q1 		$407K Sell
3,632
-119
-3% -$13.3K 0.5% 70
2021
Q4 		$388K Buy
+3,751
New +$408K 0.52% 67

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Willner & Heller's VYM Position: Q2 2026 in Review

Willner & Heller reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, selling an estimated $7.03K and leaving 3,388 shares worth $535K. The position accounts for 0.34% of the portfolio, ranked #84.

Willner & Heller first reported a position in VYM in Q4 2021 and has held it in 16 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Willner & Heller held 3,388 shares of Vanguard High Dividend Yield ETF worth $535K as of Q2 2026.
  • Willner & Heller sold 45 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.03K.
  • Vanguard High Dividend Yield ETF made up 0.34% of Willner & Heller's portfolio in Q2 2026, its #84 holding.
  • Willner & Heller first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 16 quarters since.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.