Wisconsin Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wisconsin Wealth 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	$1.3M	Buy	8,243 +14	+0.2%	+$2.19K	1.12%	32
2026 Q1	$1.22M	Buy	8,229 +25	+0.3%	+$3.76K	1.2%	28
2025 Q4	$1.18M	Buy	8,204 +4,935	+151%	+$702K	1.15%	29
2025 Q3	$461K	Buy	3,269 +1,180	+56%	+$162K	0.44%	64
2025 Q2	$278K	Buy	2,089 +506	+32%	+$64.1K	0.32%	73
2025 Q1	$204K	Buy	+1,583	New	+$207K	0.29%	70

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

Wisconsin Wealth Advisors's VYM Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.17% in Q2 2026, buying an estimated $2.19K and bringing the position to 8,243 shares worth $1.3M. The position accounts for 1.12% of the portfolio, ranked #32.

Wisconsin Wealth Advisors first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 541 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wisconsin Wealth Advisors held 8,243 shares of Vanguard High Dividend Yield ETF worth $1.3M as of Q2 2026.
Wisconsin Wealth Advisors bought 14 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.19K.
Vanguard High Dividend Yield ETF made up 1.12% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Wisconsin Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
541 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.