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XML Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

XML Financial’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 		$9.62M Sell
60,858
-1,314
-2% -$205K 0.7% 40
2026
Q1 		$9.21M Buy
62,172
+1,774
+3% +$267K 0.74% 41
2025
Q4 		$8.67M Sell
60,398
-3,339
-5% -$475K 0.71% 39
2025
Q3 		$8.98M Buy
63,737
+379
+0.6% +$52.1K 0.73% 38
2025
Q2 		$8.45M Buy
63,358
+2,793
+5% +$354K 0.73% 40
2025
Q1 		$7.81M Buy
60,565
+880
+1% +$115K 0.73% 36
2024
Q4 		$7.62M Sell
59,685
-2,635
-4% -$344K 0.7% 40
2024
Q3 		$7.99M Buy
62,320
+736
+1% +$90.9K 0.74% 37
2024
Q2 		$7.3M Buy
61,584
+868
+1% +$103K 0.74% 36
2024
Q1 		$7.35M Sell
60,716
-2,671
-4% -$306K 0.75% 35
2023
Q4 		$7.08M Buy
63,387
+42,865
+209% +$4.5M 0.75% 40
2023
Q3 		$2.12M Sell
20,522
-64,302
-76% -$6.9M 0.25% 99
2023
Q2 		$9M Buy
84,824
+1,744
+2% +$183K 1.04% 25
2023
Q1 		$8.76M Buy
83,080
+7,789
+10% +$838K 1.07% 25
2022
Q4 		$8.15M Buy
75,291
+953
+1% +$101K 1.02% 25
2022
Q3 		$7.05M Buy
74,338
+9,324
+14% +$970K 0.98% 30
2022
Q2 		$6.61M Sell
65,014
-433
-0.7% -$46.9K 1.49% 22
2022
Q1 		$7.35M Buy
65,447
+992
+2% +$111K 0.87% 35
2021
Q4 		$7.23M Buy
64,455
+202
+0.3% +$22K 0.87% 31
2021
Q3 		$6.64M Buy
64,253
+2,362
+4% +$250K 0.89% 34
2021
Q2 		$6.48M Buy
61,891
+1,976
+3% +$207K 1.43% 18
2021
Q1 		$6.06M Sell
59,915
-717
-1% -$69.2K 1.48% 18
2020
Q4 		$5.55M Buy
60,632
+2,142
+4% +$186K 1.44% 20
2020
Q3 		$4.73M Buy
58,490
+5,693
+11% +$466K 1.48% 20
2020
Q2 		$4.16M Buy
52,797
+5,353
+11% +$416K 1.44% 21
2020
Q1 		$3.36M Sell
47,444
-2,746
-5% -$236K 1.45% 23
2019
Q4 		$4.7M Buy
+50,190
New +$4.55M 1.71% 17

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 22.96% 1-Year Est. Return

XML Financial's VYM Position: Q2 2026 in Review

XML Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, selling an estimated $205K and leaving 60,858 shares worth $9.62M. The position accounts for 0.7% of the portfolio, ranked #40.

XML Financial first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • XML Financial held 60,858 shares of Vanguard High Dividend Yield ETF worth $9.62M as of Q2 2026.
  • XML Financial sold 1,314 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $205K.
  • Vanguard High Dividend Yield ETF made up 0.7% of XML Financial's portfolio in Q2 2026, its #40 holding.
  • XML Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.