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

Albion Financial Group’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	–	Sell	-530	Closed	-$78.5K	–	753
2026 Q1	$78.5K	Buy	+530	New	+$79.7K	0.01%	235
2021 Q4	–	Sell	-1,000	Closed	-$103K	–	694
2021 Q3	$103K	Hold	1,000	–	–	0.01%	211
2021 Q2	$105K	Buy	+1,000	New	+$105K	0.01%	214
2020 Q4	$92K	Buy	+1,000	New	+$86.9K	0.01%	216

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

Albion Financial Group's VYM Position: Q2 2026 in Review

Albion Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 530 shares — an estimated $78.5K sold.

Albion Financial Group first reported a position in VYM in Q4 2020 and held it in 4 quarters. The position peaked at $105K in Q2 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Albion Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 530 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $78.5K.
Albion Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 4 quarters.
Albion Financial Group's Vanguard High Dividend Yield ETF position peaked at $105K in Q2 2021.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.