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

Bedel Financial Consulting’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	$288K	Buy	+1,824	New	+$285K	0.03%	250
2020 Q2	–	Sell	-736	Closed	-$52K	–	926
2020 Q1	$52K	Sell	736 -346	-32%	-$29.7K	0.03%	262
2019 Q4	$101K	Buy	1,082 +3	+0.3%	+$272	0.06%	210
2019 Q3	$96K	Buy	1,079 +3	+0.3%	+$263	0.06%	210
2019 Q2	$94K	Buy	1,076 +2	+0.2%	+$173	0.06%	206
2019 Q1	$92K	Buy	1,074 +3	+0.3%	+$251	0.06%	197
2018 Q4	$84K	Buy	1,071 +335	+46%	+$27.9K	0.06%	195
2018 Q3	$62K	Sell	736 -122	-14%	-$10.6K	0.04%	252
2018 Q2	$71K	Sell	858 -252	-23%	-$21.1K	0.05%	231
2018 Q1	$92K	Buy	+1,110	New	+$95.4K	0.07%	207

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

Bedel Financial Consulting's VYM Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,824 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in VYM as recently as Q1 2020.

Bedel Financial Consulting first reported a position in VYM in Q1 2018 and has held it in 10 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bedel Financial Consulting held 1,824 shares of Vanguard High Dividend Yield ETF worth $288K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Bedel Financial Consulting position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #250 holding.
Bedel Financial Consulting first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 10 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.