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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 2,061 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.
2,061 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.