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

Dunhill Financial’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	$286K	Buy	1,930 +1	+0.1%	+$150	0.07%	116
2025 Q4	$277K	Buy	1,929 +1	+0.1%	+$142	0.07%	107
2025 Q3	$272K	Hold	1,928	–	–	0.07%	103
2025 Q2	$257K	Buy	1,928 +76	+4%	+$9.63K	0.07%	94
2025 Q1	$239K	Sell	1,852 -1,567	-46%	-$205K	0.11%	80
2024 Q4	$436K	Buy	3,419 +1,614	+89%	+$210K	0.2%	44
2024 Q3	$231K	Buy	1,805 +2	+0.1%	+$247	0.12%	72
2024 Q2	$214K	Buy	1,803 +101	+6%	+$12K	0.13%	70
2024 Q1	$205K	Buy	1,702 +1	+0.1%	+$115	0.15%	50
2023 Q4	$190K	Sell	1,701 -190	-10%	-$20K	0.17%	45
2023 Q3	$195K	Buy	1,891 +281	+17%	+$30.1K	0.12%	56
2023 Q2	$171K	Buy	+1,610	New	+$169K	0.11%	63

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

Dunhill Financial's VYM Position: Q1 2026 in Review

Dunhill Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q1 2026, buying an estimated $150 and bringing the position to 1,930 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #116.

Dunhill Financial first reported a position in VYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $436K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Dunhill Financial held 1,930 shares of Vanguard High Dividend Yield ETF worth $286K as of Q1 2026.
Dunhill Financial bought 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
Vanguard High Dividend Yield ETF made up 0.07% of Dunhill Financial's portfolio in Q1 2026, its #116 holding.
Dunhill Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 12 quarters since.
Dunhill Financial's Vanguard High Dividend Yield ETF position peaked at $436K in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.