Financial Gravity Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Financial Gravity Asset Management’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	$4K	Hold	27	–	–	﹤0.01%	671
2025 Q4	$3.88K	Hold	27	–	–	﹤0.01%	571
2025 Q3	$3.81K	Buy	+27	New	+$3.71K	﹤0.01%	714
2025 Q1	$41.1K	Buy	+319	New	+$41.8K	0.01%	342
2024 Q2	$27.2K	Sell	229 -469	-67%	-$55.6K	0.01%	343
2024 Q1	$80.8K	Buy	698 +308	+79%	+$35.3K	0.01%	310
2023 Q4	$43.5K	Buy	+390	New	+$41K	﹤0.01%	595
2023 Q2	–	Sell	-9	Closed	-$1	–	1772
2023 Q1	$1	Buy	+9	New	+$968	﹤0.01%	1092
2019 Q4	–	Sell	-30	Closed	-$3K	–	1715
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	846
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	843
2019 Q1	$3K	Buy	+30	New	+$2.51K	﹤0.01%	880

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Asset Management's VYM Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 27 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Financial Gravity Asset Management first reported a position in VYM in Q1 2019 and has held it in 11 quarters since. The position peaked at $80.8K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Financial Gravity Asset Management held 27 shares of Vanguard High Dividend Yield ETF worth $4K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #671 holding.
Financial Gravity Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 11 quarters since.
Financial Gravity Asset Management's Vanguard High Dividend Yield ETF position peaked at $80.8K in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.