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BG Investment Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BG Investment Services’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 		$1.11M Buy
7,472
+966
+15% +$145K 0.92% 21
2025
Q4 		$934K Buy
6,506
+1,165
+22% +$166K 0.83% 23
2025
Q3 		$753K Buy
5,341
+2,155
+68% +$296K 0.74% 25
2025
Q2 		$435K Buy
+3,186
New +$404K 0.54% 31

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BG Investment Services's VYM Position: Q1 2026 in Review

BG Investment Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2026, buying an estimated $145K and bringing the position to 7,472 shares worth $1.11M. The position accounts for 0.92% of the portfolio, ranked #21.

BG Investment Services first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • BG Investment Services held 7,472 shares of Vanguard High Dividend Yield ETF worth $1.11M as of Q1 2026.
  • BG Investment Services bought 966 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $145K.
  • Vanguard High Dividend Yield ETF made up 0.92% of BG Investment Services's portfolio in Q1 2026, its #21 holding.
  • BG Investment Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.