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VYMVYM
15 quarters

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD HIGH DVD YIELD ETF

Waverly Advisors, LLC holds 544,941 shares of VYM (VANGUARD HIGH DVD YIELD ETF), worth $86.1M as of 2026-Q2. The position was increased (+24.7% shares). VYM represents 0.5% of Waverly Advisors, LLC's portfolio.

Current Value

$86.1M

Current Shares

544,941

Total Value Change

+$85.9M

Total Shares Change

+542,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
544,941
+24.7%
$86.1M0.5%$158.03
44
2026-Q1
Increased
437,000
+27.5%
$64.7M0.5%$147.19
44
2025-Q4
Decreased
342,801
-1.1%
$49.2M0.4%$141.80
0
2025-Q3
Increased
346,584
+2.2%
$48.9M0.5%$138.35
36
2025-Q2
Increased
339,085
+1.4%
$45.2M0.5%$130.07
35
2025-Q1
Increased
334,527
+2.5%
$43.1M0.5%$124.99
42
2024-Q4
Increased
326,486
+2.0%
$41.7M0.6%$122.85
42
2024-Q3
Increased
319,979
+2.9%
$41M0.8%$122.50
42
2024-Q2
Increased
311,004
+4.1%
$36.9M0.7%$113.94
43
2024-Q1
Increased
298,674
+42.1%
$36.1M0.9%$115.25
55
2023-Q4
Increased
210,128
+107.2%
$23.5M0.9%$105.74
65
2023-Q3
Increased
101,393
+29.8%
$10.5M0.5%$96.90
42
2023-Q2
Increased
78,116
+3168.4%
$8.3M0.4%$97.57
53
2023-Q1
Unchanged
2,390
0.0%
$252,1450.0%$96.25
0
2022-Q4
New
2,390
-
$258,6220.0%$99.21
32

Other major holders of VYM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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