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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

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 2,061 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.
  • 2,061 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.