Stonebridge Financial Group, LLC/CA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$260K	Buy	+1,646	New	+$257K	0.04%	245

Other funds holding VYM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VYM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,646 shares worth $260K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

1,842 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,646 shares of Vanguard High Dividend Yield ETF worth $260K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #245 holding.
1,842 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.