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Zacks Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Zacks Investment Management’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 		$628K Buy
3,975
+2,263
+132% +$354K ﹤0.01% 480
2026
Q1 		$254K Buy
+1,712
New +$257K ﹤0.01% 615
2025
Q4 		– Sell
-2,388
Closed -$337K – 841
2025
Q3 		$337K Sell
2,388
-294
-11% -$40.4K ﹤0.01% 553
2025
Q2 		$358K Sell
2,682
-79
-3% -$10K ﹤0.01% 527
2025
Q1 		$356K Sell
2,761
-331
-11% -$43.3K ﹤0.01% 521
2024
Q4 		$394K Sell
3,092
-354
-10% -$46.2K ﹤0.01% 514
2024
Q3 		$442K Buy
3,446
+564
+20% +$69.6K ﹤0.01% 507
2024
Q2 		$342K Buy
2,882
+271
+10% +$32.1K ﹤0.01% 495
2024
Q1 		$316K Sell
2,611
-504
-16% -$57.7K ﹤0.01% 527
2023
Q4 		$348K Buy
+3,115
New +$327K ﹤0.01% 510
2023
Q3 		– Sell
-2,542
Closed -$270K – 715
2023
Q2 		$270K Buy
2,542
+17
+0.7% +$1.78K ﹤0.01% 545
2023
Q1 		$266K Buy
2,525
+14
+0.6% +$1.51K ﹤0.01% 544
2022
Q4 		$272K Buy
2,511
+4
+0.2% +$426 ﹤0.01% 514
2022
Q3 		$238K Sell
2,507
-65
-3% -$6.76K ﹤0.01% 514
2022
Q2 		$262K Buy
2,572
+96
+4% +$10.4K ﹤0.01% 508
2022
Q1 		$278K Buy
+2,476
New +$276K ﹤0.01% 528
2020
Q2 		– Sell
-2,836
Closed -$201K – 590
2020
Q1 		$201K Buy
+2,836
New +$244K ﹤0.01% 462

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

Zacks Investment Management's VYM Position: Q2 2026 in Review

Zacks Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 132% in Q2 2026, buying an estimated $354K and bringing the position to 3,975 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Zacks Investment Management first reported a position in VYM in Q1 2020 and has held it in 17 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Zacks Investment Management held 3,975 shares of Vanguard High Dividend Yield ETF worth $628K as of Q2 2026.
  • Zacks Investment Management bought 2,263 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $354K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #480 holding.
  • Zacks Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 17 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.