360 Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

360 Financial’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	$2.09M	Sell	13,215 -111	-0.8%	-$17.3K	0.53%	20
2026 Q1	$1.97M	Sell	13,326 -11	-0.1%	-$1.65K	0.59%	21
2025 Q4	$1.91M	Buy	13,337 +1,016	+8%	+$145K	0.58%	23
2025 Q3	$1.74M	Buy	12,321 +9	+0.1%	+$1.24K	0.56%	22
2025 Q2	$1.64M	Sell	12,312 -507	-4%	-$64.2K	0.52%	25
2025 Q1	$1.65M	Sell	12,819 -72	-0.6%	-$9.43K	0.6%	25
2024 Q4	$1.64M	Sell	12,891 -588	-4%	-$76.7K	0.59%	26
2024 Q3	$1.73M	Buy	13,479 +529	+4%	+$65.3K	0.64%	25
2024 Q2	$1.54M	Buy	12,950 +6	+0%	+$711	0.58%	26
2024 Q1	$1.57M	Buy	12,944 +4	+0%	+$458	0.61%	24
2023 Q4	$1.44M	Buy	12,940 +658	+5%	+$69.1K	0.64%	26
2023 Q3	$1.25M	Sell	12,282 -559	-4%	-$60K	0.78%	18
2023 Q2	$1.36M	Buy	12,841 +291	+2%	+$30.5K	0.7%	23
2023 Q1	$1.32M	Buy	12,550 +35	+0.3%	+$3.76K	0.7%	24
2022 Q4	$1.19M	Hold	12,515	–	–	0.77%	20
2022 Q3	$1.19M	Buy	12,515 +897	+8%	+$93.3K	0.77%	20
2022 Q2	$1.2M	Sell	11,618 -842	-7%	-$91.2K	0.72%	20
2022 Q1	$1.4M	Sell	12,460 -995	-7%	-$111K	0.68%	23
2021 Q4	$1.51M	Buy	13,455 +908	+7%	+$98.8K	0.69%	22
2021 Q3	$1.3M	Buy	12,547 +7	+0.1%	+$740	0.67%	23
2021 Q2	$1.31M	Buy	12,540 +1,155	+10%	+$121K	0.68%	22
2021 Q1	$1.15M	Buy	11,385 +482	+4%	+$46.5K	0.65%	22
2020 Q4	$998K	Sell	10,903 -6,887	-39%	-$598K	0.59%	24
2020 Q3	$1.44M	Sell	17,790 -929	-5%	-$76.1K	1.02%	17
2020 Q2	$1.48M	Sell	18,719 -163,394	-90%	-$12.7M	1.22%	15
2020 Q1	$12.9M	Sell	182,113 -393	-0.2%	-$33.8K	13.51%	2
2019 Q4	$17.2M	Buy	+182,506	New	+$16.5M	12.65%	2

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

360 Financial's VYM Position: Q2 2026 in Review

360 Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.83% in Q2 2026, selling an estimated $17.3K and leaving 13,215 shares worth $2.09M. The position accounts for 0.53% of the portfolio, ranked #20.

360 Financial first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.2M in Q4 2019. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

360 Financial held 13,215 shares of Vanguard High Dividend Yield ETF worth $2.09M as of Q2 2026.
360 Financial sold 111 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $17.3K.
Vanguard High Dividend Yield ETF made up 0.53% of 360 Financial's portfolio in Q2 2026, its #20 holding.
360 Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
360 Financial's Vanguard High Dividend Yield ETF position peaked at $17.2M in Q4 2019.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.