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

Allegheny 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 		$783K Buy
4,957
+1,158
+30% +$181K 0.08% 128
2026
Q1 		$563K Buy
3,799
+6
+0.2% +$902 0.08% 146
2025
Q4 		$545K Sell
3,793
-247
-6% -$35.1K 0.08% 146
2025
Q3 		$570K Buy
4,040
+629
+18% +$86.4K 0.11% 136
2025
Q2 		$455K Sell
3,411
-1,718
-33% -$218K 0.1% 145
2025
Q1 		$662K Sell
5,129
-336
-6% -$44K 0.17% 107
2024
Q4 		$697K Buy
5,465
+408
+8% +$53.2K 0.18% 105
2024
Q3 		$648K Buy
5,057
+26
+0.5% +$3.21K 0.16% 119
2024
Q2 		$597K Sell
5,031
-1,082
-18% -$128K 0.17% 113
2024
Q1 		$740K Sell
6,113
-334
-5% -$38.3K 0.23% 85
2023
Q4 		$720K Buy
6,447
+792
+14% +$83.2K 0.23% 86
2023
Q3 		$584K Buy
5,655
+2,602
+85% +$279K 0.22% 87
2023
Q2 		$324K Sell
3,053
-2,623
-46% -$275K 0.15% 117
2023
Q1 		$599K Buy
5,676
+32
+0.6% +$3.44K 0.24% 85
2022
Q4 		$611K Buy
5,644
+327
+6% +$34.8K 0.26% 80
2022
Q3 		$504K Buy
5,317
+539
+11% +$56.1K 0.24% 79
2022
Q2 		$486K Buy
4,778
+432
+10% +$46.8K 0.23% 80
2022
Q1 		$488K Sell
4,346
-696
-14% -$77.6K 0.21% 82
2021
Q4 		$565K Buy
5,042
+38
+0.8% +$4.13K 0.23% 75
2021
Q3 		$517K Buy
5,004
+696
+16% +$73.6K 0.24% 73
2021
Q2 		$451K Buy
+4,308
New +$452K 0.2% 77
2021
Q1 		– Sell
-3,656
Closed -$335K – 137
2020
Q4 		$335K Buy
+3,656
New +$318K 0.18% 86

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Allegheny Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 30% in Q2 2026, buying an estimated $181K and bringing the position to 4,957 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #128.

Allegheny Financial Group first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Allegheny Financial Group held 4,957 shares of Vanguard High Dividend Yield ETF worth $783K as of Q2 2026.
  • Allegheny Financial Group bought 1,158 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $181K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Allegheny Financial Group's portfolio in Q2 2026, its #128 holding.
  • Allegheny Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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