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Burkett Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Burkett Financial 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
Q2 		$1.65M Buy
10,412
+42
+0.4% +$6.56K 0.51% 17
2026
Q1 		$1.54M Buy
10,370
+38
+0.4% +$5.71K 0.53% 20
2025
Q4 		$1.48M Sell
10,332
-242
-2% -$34.4K 0.51% 19
2025
Q3 		$1.49M Sell
10,574
-1,524
-13% -$209K 0.51% 19
2025
Q2 		$1.61M Buy
12,098
+30
+0.2% +$3.8K 0.58% 18
2025
Q1 		$1.56M Sell
12,068
-865
-7% -$113K 0.63% 16
2024
Q4 		$1.65M Buy
12,933
+45
+0.3% +$5.87K 0.67% 15
2024
Q3 		$1.65M Sell
12,888
-411
-3% -$50.7K 0.68% 15
2024
Q2 		$1.58M Buy
13,299
+92
+0.7% +$10.9K 0.81% 13
2024
Q1 		$1.6M Sell
13,207
-592
-4% -$67.8K 0.82% 14
2023
Q4 		$1.54M Buy
+13,799
New +$1.45M 0.86% 12

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Burkett Financial Services's VYM Position: Q2 2026 in Review

Burkett Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.41% in Q2 2026, buying an estimated $6.56K and bringing the position to 10,412 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #17.

Burkett Financial Services first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2024. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Burkett Financial Services held 10,412 shares of Vanguard High Dividend Yield ETF worth $1.65M as of Q2 2026.
  • Burkett Financial Services bought 42 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.56K.
  • Vanguard High Dividend Yield ETF made up 0.51% of Burkett Financial Services's portfolio in Q2 2026, its #17 holding.
  • Burkett Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Vanguard High Dividend Yield ETF position peaked at $1.65M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.