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Yanni & Associates Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Yanni & Associates 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 		$296K Hold
1,874
– – 0.27% 32
2026
Q1 		$278K Hold
1,874
– – 0.29% 30
2025
Q4 		$269K Buy
+1,874
New +$267K 0.27% 34

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

Yanni & Associates Investment Advisors's VYM Position: Q2 2026 in Review

Yanni & Associates Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,874 shares worth $296K. The position accounts for 0.27% of the portfolio, ranked #32.

Yanni & Associates Investment Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Yanni & Associates Investment Advisors held 1,874 shares of Vanguard High Dividend Yield ETF worth $296K as of Q2 2026.
  • Yanni & Associates Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.27% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Yanni & Associates Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.