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VYMVYM
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD HIGH DVD YIELD ETF

Steward Partners Investment Advisory, LLC holds 517,115 shares of VYM (VANGUARD HIGH DVD YIELD ETF), worth $81.7M as of 2026-Q2. The position was increased (+0.1% shares). VYM represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$81.7M

Current Shares

517,115

Total Value Change

+$9.3M

Total Shares Change

-47,432

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
517,115
+0.1%
$81.7M0.4%$158.03
35
2026-Q1
Increased
516,733
+7.6%
$76.5M0.4%$147.19
38
2025-Q4
Increased
480,281
+1.1%
$68.9M0.4%$141.80
36
2025-Q3
Increased
475,125
+0.4%
$67M0.4%$138.35
35
2025-Q2
Decreased
473,178
-17.4%
$63.1M0.5%$130.07
0
2025-Q1
Increased
572,875
+5.5%
$73.9M0.7%$124.99
44
2024-Q4
Decreased
542,997
-3.8%
$69.3M0.6%$122.85
0
2024-Q3
Increased
564,547
+49.5%
$72.4M0.7%$122.50
58

Other major holders of VYM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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