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

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

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. 2,064 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.
2,064 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.