CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$1.09M Buy
6,770
+73
+1% +$11.4K 0.35% 63
2026
Q1 		$1.04M Sell
6,697
-9
-0.1% -$1.35K 0.35% 62
2025
Q4 		$962K Sell
6,706
-169
-2% -$24K 0.32% 67
2025
Q3 		$979K Buy
6,875
+4
+0.1% +$550 0.33% 65
2025
Q2 		$932K Sell
6,871
-141
-2% -$17.9K 0.34% 64
2025
Q1 		$845K Sell
7,012
-41
-0.6% -$5.37K 0.35% 65
2024
Q4 		$940K Buy
7,053
+272
+4% +$35.5K 0.35% 65
2024
Q3 		$863K Buy
6,781
+115
+2% +$14.2K 0.33% 70
2024
Q2 		$823K Buy
6,666
+7
+0.1% +$830 0.32% 69
2024
Q1 		$783K Buy
6,659
+11
+0.2% +$1.26K 0.33% 73
2023
Q4 		$744K Sell
6,648
-117
-2% -$12.3K 0.31% 72
2023
Q3 		$680K Buy
6,765
+28
+0.4% +$3K 0.32% 72
2023
Q2 		$731K Sell
6,737
-97
-1% -$10.2K 0.32% 71
2023
Q1 		$709K Sell
6,834
-298
-4% -$32.1K 0.32% 77
2022
Q4 		$786K Buy
7,132
+11
+0.2% +$1.17K 0.35% 73
2022
Q3 		$722K Sell
7,121
-1,123
-14% -$117K 0.34% 73
2022
Q2 		$845K Sell
8,244
-181
-2% -$19.6K 0.39% 69
2022
Q1 		$955K Buy
8,425
+7
+0.1% +$781 0.39% 70
2021
Q4 		$927K Buy
8,418
+12
+0.1% +$1.31K 0.39% 71
2021
Q3 		$927K Buy
8,406
+1,073
+15% +$113K 0.37% 71
2021
Q2 		$763K Buy
7,333
+12
+0.2% +$1.26K 0.33% 76
2021
Q1 		$755K Buy
7,321
+572
+8% +$55.2K 0.34% 70
2020
Q4 		$642K Sell
6,749
-2
-0% -$174 0.32% 72
2020
Q3 		$592K Buy
6,751
+922
+16% +$75.5K 0.31% 74
2020
Q2 		$479K Buy
5,829
+283
+5% +$22K 0.27% 75
2020
Q1 		$442K Buy
5,546
+1,352
+32% +$116K 0.27% 76
2019
Q4 		$388K Buy
+4,194
New +$380K 0.22% 78

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 22.9% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VYM Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,770 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #63.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,073 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 6,770 shares of Vanguard High Dividend Yield ETF worth $1.09M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 73 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard High Dividend Yield ETF made up 0.35% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,073 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.