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

626 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	$250K	Hold	1,686	–	–	0.11%	100
2025 Q4	$242K	Hold	1,686	–	–	0.1%	107
2025 Q3	$238K	Hold	1,686	–	–	0.1%	107
2025 Q2	$225K	Hold	1,686	–	–	0.11%	102
2025 Q1	$217K	Hold	1,686	–	–	0.11%	94
2024 Q4	$215K	Hold	1,686	–	–	0.12%	101
2024 Q3	$216K	Buy	+1,686	New	+$208K	0.12%	106
2024 Q2	–	Sell	-1,686	Closed	-$204K	–	112
2024 Q1	$204K	Buy	+1,686	New	+$193K	0.12%	101
2023 Q2	–	Sell	-1,930	Closed	-$204K	–	118
2023 Q1	$204K	Hold	1,930	–	–	0.13%	106
2022 Q4	$209K	Buy	+1,930	New	+$205K	0.15%	98

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

626 Financial's VYM Position: Q1 2026 in Review

626 Financial held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,686 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #100.

626 Financial first reported a position in VYM in Q4 2022 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

626 Financial held 1,686 shares of Vanguard High Dividend Yield ETF worth $250K as of Q1 2026.
626 Financial left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.11% of 626 Financial's portfolio in Q1 2026, its #100 holding.
626 Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 10 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on 626 Financial's 13F filing for Q1 2026, filed 23 Apr 2026.