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

Financial Gravity Companies’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
2025
Q2 		$15.6K Buy
+117
New +$14.8K ﹤0.01% 498
2024
Q4 		$40.7K Buy
319
+90
+39% +$11.7K 0.01% 320
2024
Q3 		$29.4K Buy
+229
New +$28.3K 0.01% 228
2018
Q4 		$2K Buy
+30
New +$2.5K ﹤0.01% 963

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's VYM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2025: 117 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VYM as recently as Q4 2024.

Financial Gravity Companies first reported a position in VYM in Q4 2018 and has held it in 4 quarters since. The position peaked at $40.7K in Q4 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Financial Gravity Companies held 117 shares of Vanguard High Dividend Yield ETF worth $15.6K as of Q2 2025.
  • Vanguard High Dividend Yield ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #498 holding.
  • Financial Gravity Companies first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Vanguard High Dividend Yield ETF position peaked at $40.7K in Q4 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.