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Elwood & Goetz Wealth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Elwood & Goetz Wealth Advisory 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
Q1 		– Sell
-1,495
Closed -$215K – 146
2025
Q4 		$215K Hold
1,495
– – 0.04% 132
2025
Q3 		$211K Buy
+1,495
New +$205K 0.04% 128

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VYM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,495 shares — an estimated $215K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in VYM in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 2,015 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,495 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $215K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's Vanguard High Dividend Yield ETF position peaked at $215K in Q4 2025.
  • 2,015 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.