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

World 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 		$11.5M Sell
76,738
-3,002
-4% -$469K 0.19% 122
2026
Q1 		$11.8M Sell
79,740
-4,832
-6% -$727K 0.19% 123
2025
Q4 		$12.1M Buy
84,572
+23,767
+39% +$3.38M 0.2% 114
2025
Q3 		$8.57M Buy
60,805
+7,477
+14% +$1.03M 0.18% 135
2025
Q2 		$7.11M Buy
53,328
+18,475
+53% +$2.34M 0.16% 150
2025
Q1 		$4.49M Buy
34,853
+9,409
+37% +$1.23M 0.12% 207
2024
Q4 		$3.25M Buy
25,444
+2,505
+11% +$327K 0.09% 257
2024
Q3 		$2.94M Buy
22,939
+18,778
+451% +$2.32M 0.09% 241
2024
Q2 		$493K Buy
+4,161
New +$493K 0.03% 409
2024
Q1 		– Sell
-2,043
Closed -$228K – 487
2023
Q4 		$228K Buy
+2,043
New +$215K 0.03% 343

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

World Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.8% in Q2 2026, selling an estimated $469K and leaving 76,738 shares worth $11.5M. The position accounts for 0.19% of the portfolio, ranked #122.

World Investment Advisors first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q4 2025. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • World Investment Advisors held 76,738 shares of Vanguard High Dividend Yield ETF worth $11.5M as of Q2 2026.
  • World Investment Advisors sold 3,002 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $469K.
  • Vanguard High Dividend Yield ETF made up 0.19% of World Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • World Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • World Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $12.1M in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.