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Exchange Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Exchange Bank’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 		$785K Buy
4,967
+1,882
+61% +$294K 0.49% 61
2026
Q1 		$457K Buy
3,085
+298
+11% +$44.8K 0.32% 83
2025
Q4 		$400K Buy
2,787
+121
+5% +$17.2K 0.28% 87
2025
Q3 		$376K Buy
2,666
+89
+3% +$12.2K 0.26% 92
2025
Q2 		$344K Sell
2,577
-32
-1% -$4.05K 0.27% 92
2025
Q1 		$336K Sell
2,609
-136
-5% -$17.8K 0.27% 90
2024
Q4 		$350K Sell
2,745
-50
-2% -$6.52K 0.28% 86
2024
Q3 		$358K Buy
2,795
+300
+12% +$37K 0.29% 84
2024
Q2 		$296K Buy
2,495
+419
+20% +$49.7K 0.25% 89
2024
Q1 		$251K Buy
2,076
+122
+6% +$14K 0.21% 99
2023
Q4 		$218K Buy
+1,954
New +$205K 0.19% 103

Other funds holding VYM

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Exchange Bank's VYM Position: Q2 2026 in Review

Exchange Bank increased its Vanguard High Dividend Yield ETF (VYM) stake by 61% in Q2 2026, buying an estimated $294K and bringing the position to 4,967 shares worth $785K. The position accounts for 0.49% of the portfolio, ranked #61.

Exchange Bank first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 551 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Exchange Bank held 4,967 shares of Vanguard High Dividend Yield ETF worth $785K as of Q2 2026.
  • Exchange Bank bought 1,882 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $294K.
  • Vanguard High Dividend Yield ETF made up 0.49% of Exchange Bank's portfolio in Q2 2026, its #61 holding.
  • Exchange Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 551 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.