3F
VYM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

360 Financial's VYM Position: Q1 2026 in Review

360 Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q1 2026, selling an estimated $1.65K and leaving 13,326 shares worth $1.97M. The position accounts for 0.59% of the portfolio, ranked #21.

360 Financial first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2019. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • 360 Financial held 13,326 shares of Vanguard High Dividend Yield ETF worth $1.97M as of Q1 2026.
  • 360 Financial sold 11 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.65K.
  • Vanguard High Dividend Yield ETF made up 0.59% of 360 Financial's portfolio in Q1 2026, its #21 holding.
  • 360 Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • 360 Financial's Vanguard High Dividend Yield ETF position peaked at $17.2M in Q4 2019.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.