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Black Diamond Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Black Diamond Financial’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 		$4.96M Buy
31,375
+20,662
+193% +$3.23M 0.44% 41
2026
Q1 		$1.59M Buy
10,713
+28
+0.3% +$4.21K 0.17% 64
2025
Q4 		$1.53M Buy
10,685
+992
+10% +$141K 0.16% 66
2025
Q3 		$1.37M Sell
9,693
-645
-6% -$88.6K 0.15% 67
2025
Q2 		$1.38M Buy
10,338
+6,417
+164% +$813K 0.21% 57
2025
Q1 		$506K Buy
3,921
+13
+0.3% +$1.7K 0.08% 86
2024
Q4 		$499K Buy
3,908
+16
+0.4% +$2.09K 0.07% 89
2024
Q3 		$499K Buy
3,892
+315
+9% +$38.9K 0.08% 82
2024
Q2 		$424K Buy
3,577
+751
+27% +$89.1K 0.08% 90
2024
Q1 		$315K Hold
2,826
– – 0.09% 85
2023
Q4 		$315K Buy
2,826
+17
+0.6% +$1.79K 0.09% 85
2023
Q3 		$290K Buy
2,809
+13
+0.5% +$1.4K 0.09% 83
2023
Q2 		$297K Buy
2,796
+693
+33% +$72.7K 0.09% 86
2023
Q1 		$222K Buy
2,103
+12
+0.6% +$1.29K 0.07% 103
2022
Q4 		$226K Buy
+2,091
New +$222K 0.08% 99
2022
Q3 		– Sell
-2,064
Closed -$210K – 115
2022
Q2 		$210K Buy
2,064
+13
+0.6% +$1.41K 0.08% 108
2022
Q1 		$230K Buy
2,051
+213
+12% +$23.8K 0.07% 113
2021
Q4 		$206K Buy
+1,838
New +$200K 0.07% 92

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

Black Diamond Financial's VYM Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 193% in Q2 2026, buying an estimated $3.23M and bringing the position to 31,375 shares worth $4.96M. The position accounts for 0.44% of the portfolio, ranked #41.

Black Diamond Financial first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Black Diamond Financial held 31,375 shares of Vanguard High Dividend Yield ETF worth $4.96M as of Q2 2026.
  • Black Diamond Financial bought 20,662 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.23M.
  • Vanguard High Dividend Yield ETF made up 0.44% of Black Diamond Financial's portfolio in Q2 2026, its #41 holding.
  • Black Diamond Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.