HCR Wealth Advisors VYM holdings history
VANGUARD HIGH DVD YIELD ETF · CUSIP 921946406 · CIK 1697715
As of 2026-06-30, HCR Wealth Advisors reported 656.34K VYM (shares), valued at $103.72M, or 9.28% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 1.60%; reported value increased 8.41%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.28% | 656,338 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 9.92% | 645,989 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 9.13% | 642,119 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 9.31% | 637,963 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 9.82% | 625,930 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 10.15% | 604,437 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 9.34% | 584,571 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 9.38% | 558,839 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 9.36% | 551,983 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 10.05% | 547,872 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 9.82% | 556,799 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 9.90% | 436,863 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 9.90% | 436,863 | $45.14M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 9.82% | 556,799 | $62.16M | Shares increased 27.45%; reported value increased 37.70%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 10.05% | 547,872 | $66.29M | Shares decreased 1.60%; reported value increased 6.65%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 9.36% | 551,983 | $65.47M | Shares increased 0.75%; reported value decreased 1.24%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 9.38% | 558,839 | $71.64M | Shares increased 1.24%; reported value increased 9.44%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 9.34% | 584,571 | $74.59M | Shares increased 4.60%; reported value increased 4.11%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 10.15% | 604,437 | $77.95M | Shares increased 3.40%; reported value increased 4.51%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 9.82% | 625,930 | $83.44M | Shares increased 3.56%; reported value increased 7.05%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 9.31% | 637,963 | $89.90M | Shares increased 1.92%; reported value increased 7.73%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | 9.13% | 642,119 | $92.16M | Shares increased 0.65%; reported value increased 2.52%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 9.92% | 645,989 | $95.67M | Shares increased 0.60%; reported value increased 3.81%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 9.28% | 656,338 | $103.72M | Shares increased 1.60%; reported value increased 8.41%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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