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

Ehrlich 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
2026
Q2 		$264K Sell
1,670
-104
-6% -$16.3K 0.14% 104
2026
Q1 		$263K Sell
1,774
-773
-30% -$116K 0.15% 97
2025
Q4 		$366K Sell
2,547
-358
-12% -$50.9K 0.21% 83
2025
Q3 		$409K Sell
2,905
-245
-8% -$33.7K 0.24% 76
2025
Q2 		$420K Buy
3,150
+50
+2% +$6.33K 0.27% 72
2025
Q1 		$400K Sell
3,100
-618
-17% -$80.9K 0.29% 68
2024
Q4 		$474K Buy
3,718
+71
+2% +$9.26K 0.34% 58
2024
Q3 		$468K Buy
3,647
+197
+6% +$24.3K 0.33% 56
2024
Q2 		$409K Buy
3,450
+1,630
+90% +$193K 0.32% 59
2024
Q1 		$220K Sell
1,820
-306
-14% -$35.1K 0.19% 91
2023
Q4 		$237K Buy
+2,126
New +$223K 0.24% 86

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Ehrlich Financial Group's VYM Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.9% in Q2 2026, selling an estimated $16.3K and leaving 1,670 shares worth $264K. The position accounts for 0.14% of the portfolio, ranked #104.

Ehrlich Financial Group first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q4 2024. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Ehrlich Financial Group held 1,670 shares of Vanguard High Dividend Yield ETF worth $264K as of Q2 2026.
  • Ehrlich Financial Group sold 104 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q2 2026, its #104 holding.
  • Ehrlich Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's Vanguard High Dividend Yield ETF position peaked at $474K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.