Delta Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Delta Financial Group’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
2025 Q1	$2.27M	Buy	17,522 +158	+0.9%	+$20.7K	0.52%	39
2024 Q4	$2.21M	Buy	+17,364	New	+$2.26M	0.52%	38
2024 Q2	–	Sell	-10,261	Closed	-$1.24M	–	241
2024 Q1	$1.24M	Buy	10,261 +2,828	+38%	+$324K	0.37%	51
2023 Q4	$830K	Buy	7,433 +135	+2%	+$14.2K	0.26%	69
2023 Q3	$754K	Buy	+7,298	New	+$783K	0.26%	70
2023 Q2	–	Sell	-7,379	Closed	-$778K	–	196
2023 Q1	$778K	Buy	7,379 +505	+7%	+$54.3K	0.31%	56
2022 Q4	$747K	Buy	+6,874	New	+$731K	0.33%	52

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

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

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

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

Delta Financial Group's VYM Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.91% in Q1 2025, buying an estimated $20.7K and bringing the position to 17,522 shares worth $2.27M. The position accounts for 0.52% of the portfolio, ranked #39.

Delta Financial Group first reported a position in VYM in Q4 2022 and has held it in 7 quarters since. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Delta Financial Group held 17,522 shares of Vanguard High Dividend Yield ETF worth $2.27M as of Q1 2025.
Delta Financial Group bought 158 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $20.7K.
Vanguard High Dividend Yield ETF made up 0.52% of Delta Financial Group's portfolio in Q1 2025, its #39 holding.
Delta Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 7 quarters since.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.