Bragg Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bragg Financial Advisors’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	$649K	Sell	4,382 -160	-4%	-$24.1K	0.02%	254
2025 Q4	$652K	Sell	4,542 -633	-12%	-$90K	0.02%	243
2025 Q3	$729K	Sell	5,175 -458	-8%	-$62.9K	0.02%	234
2025 Q2	$751K	Buy	5,633 +2,978	+112%	+$377K	0.03%	234
2025 Q1	$342K	Buy	+2,655	New	+$348K	0.01%	287

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bragg Financial Advisors's VYM Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q1 2026, selling an estimated $24.1K and leaving 4,382 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #254.

Bragg Financial Advisors first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $751K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Bragg Financial Advisors held 4,382 shares of Vanguard High Dividend Yield ETF worth $649K as of Q1 2026.
Bragg Financial Advisors sold 160 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $24.1K.
Vanguard High Dividend Yield ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #254 holding.
Bragg Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
Bragg Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $751K in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.