Ehrlich Financial Group
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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
Q3 		– Sell
-1,670
Closed -$264K – 130
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Ehrlich Financial Group's VYM Position: Q3 2026 in Review

Ehrlich Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2026, closing a stake of 1,670 shares — an estimated $264K sold.

Ehrlich Financial Group first reported a position in VYM in Q4 2023 and held it in 11 quarters. The position peaked at $474K in Q4 2024. 1,692 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Ehrlich Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 1,670 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $264K.
  • Ehrlich Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 11 quarters.
  • Ehrlich Financial Group's Vanguard High Dividend Yield ETF position peaked at $474K in Q4 2024.
  • 1,692 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.