Yarger Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Yarger Wealth Strategies’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	$12.3M	Buy	76,504 +2,256	+3%	+$353K	4.43%	4
2026 Q1	$11M	Buy	74,248 +1,867	+3%	+$281K	4.43%	4
2025 Q4	$10.4M	Buy	72,381 +1,047	+1%	+$149K	4.46%	4
2025 Q3	$10.1M	Buy	71,334 +16,907	+31%	+$2.32M	4.61%	3
2025 Q2	$7.26M	Sell	54,427 -589	-1%	-$74.6K	3.79%	6
2025 Q1	$7.09M	Buy	55,016 +549	+1%	+$71.9K	4.14%	6
2024 Q4	$6.95M	Sell	54,467 -19,814	-27%	-$2.58M	4.01%	6
2024 Q3	$9.52M	Buy	74,281 +3,076	+4%	+$380K	5.27%	3
2024 Q2	$8.44M	Buy	71,205 +4,532	+7%	+$537K	5.08%	3
2024 Q1	$8.07M	Buy	66,673 +55,774	+512%	+$6.39M	5.49%	3
2023 Q4	$1.22M	Sell	10,899 -2,771	-20%	-$291K	0.98%	24
2023 Q3	$1.41M	Sell	13,670 -293	-2%	-$31.4K	1.2%	22
2023 Q2	$1.48M	Sell	13,963 -5,322	-28%	-$558K	1.33%	21
2023 Q1	$2.03M	Sell	19,285 -3,184	-14%	-$342K	2.23%	16
2022 Q4	$2.43M	Sell	22,469 -47	-0.2%	-$5K	3.01%	12
2022 Q3	$2.14M	Buy	22,516 +14,046	+166%	+$1.46M	2.83%	14
2022 Q2	$868K	Buy	8,470 +1,283	+18%	+$139K	1.12%	19
2022 Q1	$807K	Buy	7,187 +674	+10%	+$75.2K	1.05%	22
2021 Q4	$730K	Buy	+6,513	New	+$709K	0.79%	29

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

Yarger Wealth Strategies's VYM Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Vanguard High Dividend Yield ETF (VYM) stake by 3% in Q2 2026, buying an estimated $353K and bringing the position to 76,504 shares worth $12.3M. The position accounts for 4.43% of the portfolio, ranked #4.

Yarger Wealth Strategies first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Yarger Wealth Strategies held 76,504 shares of Vanguard High Dividend Yield ETF worth $12.3M as of Q2 2026.
Yarger Wealth Strategies bought 2,256 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $353K.
Vanguard High Dividend Yield ETF made up 4.43% of Yarger Wealth Strategies's portfolio in Q2 2026, its #4 holding.
Yarger Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.