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

Elios 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
2025
Q2 		$577K Buy
4,332
+329
+8% +$41.7K 0.26% 74
2025
Q1 		$516K Buy
4,003
+26
+0.7% +$3.4K 0.25% 72
2024
Q4 		$507K Buy
3,977
+29
+0.7% +$3.78K 0.24% 69
2024
Q3 		$506K Buy
+3,948
New +$487K 0.23% 77

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elios Financial Group's VYM Position: Q2 2025 in Review

Elios Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.2% in Q2 2025, buying an estimated $41.7K and bringing the position to 4,332 shares worth $577K. The position accounts for 0.26% of the portfolio, ranked #74.

Elios Financial Group first reported a position in VYM in Q3 2024 and has held it in 4 quarters since. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Elios Financial Group held 4,332 shares of Vanguard High Dividend Yield ETF worth $577K as of Q2 2025.
  • Elios Financial Group bought 329 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $41.7K.
  • Vanguard High Dividend Yield ETF made up 0.26% of Elios Financial Group's portfolio in Q2 2025, its #74 holding.
  • Elios Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.