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

Edge Financial Advisors’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 Q4	$735K	Buy	5,119 +33	+0.6%	+$4.69K	0.31%	65
2025 Q3	$717K	Sell	5,086 -55	-1%	-$7.56K	0.32%	65
2025 Q2	$685K	Buy	5,141 +34	+0.7%	+$4.31K	0.36%	47
2025 Q1	$659K	Buy	5,107 +33	+0.7%	+$4.32K	0.42%	42
2024 Q4	$647K	Sell	5,074 -32	-0.6%	-$4.17K	0.58%	49
2024 Q3	$655K	Buy	5,106 +16	+0.3%	+$1.98K	0.58%	48
2024 Q2	$604K	Sell	5,090 -37	-0.7%	-$4.39K	0.63%	45
2024 Q1	$620K	Buy	+5,127	New	+$587K	0.55%	55

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Financial Advisors's VYM Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.65% in Q4 2025, buying an estimated $4.69K and bringing the position to 5,119 shares worth $735K. The position accounts for 0.31% of the portfolio, ranked #65.

Edge Financial Advisors first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Edge Financial Advisors held 5,119 shares of Vanguard High Dividend Yield ETF worth $735K as of Q4 2025.
Edge Financial Advisors bought 33 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $4.69K.
Vanguard High Dividend Yield ETF made up 0.31% of Edge Financial Advisors's portfolio in Q4 2025, its #65 holding.
Edge Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.