Advus Financial Partners, LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advus Financial Partners, LLC’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	$352K	Sell	2,227 -98	-4%	-$15.3K	0.08%	179
2026 Q1	$344K	Buy	2,325 +11	+0.5%	+$1.65K	0.09%	169
2025 Q4	$332K	Buy	2,314 +13	+0.6%	+$1.85K	0.08%	173
2025 Q3	$324K	Buy	2,301 +11	+0.5%	+$1.51K	0.08%	191
2025 Q2	$305K	Buy	2,290 +12	+0.5%	+$1.52K	0.08%	189
2025 Q1	$294K	Buy	2,278 +12	+0.5%	+$1.57K	0.08%	173
2024 Q4	$289K	Buy	2,266 +14	+0.6%	+$1.83K	0.08%	172
2024 Q3	$289K	Buy	2,252 +12	+0.5%	+$1.48K	0.08%	166
2024 Q2	$266K	Buy	2,240 +18	+0.8%	+$2.13K	0.08%	160
2024 Q1	$269K	Buy	2,222 +51	+2%	+$5.84K	0.08%	158
2023 Q4	$242K	Buy	+2,171	New	+$228K	0.08%	153

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Advus Financial Partners, LLC's VYM Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, selling an estimated $15.3K and leaving 2,227 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #179.

Advus Financial Partners, LLC first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Advus Financial Partners, LLC held 2,227 shares of Vanguard High Dividend Yield ETF worth $352K as of Q2 2026.
Advus Financial Partners, LLC sold 98 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.3K.
Vanguard High Dividend Yield ETF made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #179 holding.
Advus Financial Partners, LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.