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

Financial Enhancement 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	$2.41M	Buy	15,239 +812	+6%	+$127K	0.29%	66
2026 Q1	$2.24M	Buy	14,427 +1,332	+10%	+$200K	0.28%	68
2025 Q4	$1.94M	Sell	13,095 -221	-2%	-$31.4K	0.25%	76
2025 Q3	$1.88M	Buy	13,316 +644	+5%	+$88.5K	0.25%	73
2025 Q2	$1.71M	Buy	12,672 +3,517	+38%	+$446K	0.24%	75
2025 Q1	$1.11M	Buy	+9,155	New	+$1.2M	0.17%	76
2022 Q4	–	Sell	-353	Closed	-$33K	–	321
2022 Q3	$33K	Sell	353 -22	-6%	-$2.29K	0.01%	150
2022 Q2	$38K	Sell	375 -7	-2%	-$759	0.01%	143
2022 Q1	$43K	Buy	382 +29	+8%	+$3.23K	0.01%	142
2021 Q4	$40K	Sell	353 -84	-19%	-$9.14K	0.01%	148
2021 Q3	$45K	Sell	437 -61	-12%	-$6.45K	0.01%	139
2021 Q2	$52K	Buy	498 +1	+0.2%	+$105	0.01%	122
2021 Q1	$50K	Sell	497 -67	-12%	-$6.46K	0.01%	121
2020 Q4	$52K	Sell	564 -84	-13%	-$7.3K	0.01%	137
2020 Q3	$52K	Buy	648 +10	+2%	+$819	0.01%	121
2020 Q2	$50K	Sell	638 -2,443	-79%	-$190K	0.01%	127
2020 Q1	$218K	Sell	3,081 -10	-0.3%	-$859	0.06%	88
2019 Q4	$290K	Sell	3,091 -559	-15%	-$50.7K	0.07%	74
2019 Q3	$324K	Buy	3,650 +16	+0.4%	+$1.4K	0.09%	69
2019 Q2	$318K	Buy	3,634 +10	+0.3%	+$865	0.09%	74
2019 Q1	$310K	Sell	3,624 -864	-19%	-$72.2K	0.09%	73
2018 Q4	$391K	Hold	4,488	–	–	0.12%	75
2018 Q3	$391K	Buy	4,488 +85	+2%	+$7.36K	0.12%	75
2018 Q2	$366K	Sell	4,403 -245	-5%	-$20.5K	0.13%	61
2018 Q1	$383K	Sell	4,648 -2,494	-35%	-$214K	0.14%	62
2017 Q4	$612K	Buy	7,142 +780	+12%	+$65.2K	0.23%	58
2017 Q3	$516K	Buy	6,362 +672	+12%	+$53.3K	0.21%	46
2017 Q2	$445K	Sell	5,690 -105,833	-95%	-$8.24M	0.19%	52
2017 Q1	$8.66M	Buy	111,523 +4,138	+4%	+$319K	3.96%	8
2016 Q4	$8.14M	Sell	107,385 -51,855	-33%	-$3.81M	4.21%	7
2016 Q3	$11.5M	Buy	159,240 +9,744	+7%	+$708K	6.24%	5
2016 Q2	$10.7M	Buy	+149,496	New	+$10.4M	6.55%	6

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Financial Enhancement Group's VYM Position: Q2 2026 in Review

Financial Enhancement Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, buying an estimated $127K and bringing the position to 15,239 shares worth $2.41M. The position accounts for 0.29% of the portfolio, ranked #66.

Financial Enhancement Group first reported a position in VYM in Q2 2016 and has held it in 32 quarters since. The position peaked at $11.5M in Q3 2016. 411 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Financial Enhancement Group held 15,239 shares of Vanguard High Dividend Yield ETF worth $2.41M as of Q2 2026.
Financial Enhancement Group bought 812 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $127K.
Vanguard High Dividend Yield ETF made up 0.29% of Financial Enhancement Group's portfolio in Q2 2026, its #66 holding.
Financial Enhancement Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 32 quarters since.
Financial Enhancement Group's Vanguard High Dividend Yield ETF position peaked at $11.5M in Q3 2016.
411 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.