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

AmeriFlex 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 		$284K Sell
1,797
-83
-4% -$13K 0.12% 170
2026
Q1 		$278K Buy
1,880
+16
+0.9% +$2.41K 0.14% 142
2025
Q4 		$268K Sell
1,864
-1,008
-35% -$143K 0.14% 135
2025
Q3 		$405K Sell
2,872
-5,092
-64% -$700K 0.15% 121
2025
Q2 		$1.05M Buy
7,964
+7,300
+1,099% +$925K 0.55% 42
2025
Q1 		$85.6K Hold
664
– – 0.04% 365
2024
Q4 		$87.9K Buy
+664
New +$86.6K 0.04% 328

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 22.96% 1-Year Est. Return

AmeriFlex Group's VYM Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.4% in Q2 2026, selling an estimated $13K and leaving 1,797 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #170.

AmeriFlex Group first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • AmeriFlex Group held 1,797 shares of Vanguard High Dividend Yield ETF worth $284K as of Q2 2026.
  • AmeriFlex Group sold 83 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $13K.
  • Vanguard High Dividend Yield ETF made up 0.12% of AmeriFlex Group's portfolio in Q2 2026, its #170 holding.
  • AmeriFlex Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Vanguard High Dividend Yield ETF position peaked at $1.05M in Q2 2025.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.