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

Financial Insights’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 		$2.08M Buy
14,068
+200
+1% +$30.1K 0.68% 33
2025
Q4 		$1.99M Buy
13,868
+52
+0.4% +$7.4K 0.67% 32
2025
Q3 		$1.95M Buy
13,816
+489
+4% +$67.2K 0.64% 33
2025
Q2 		$1.78M Sell
13,327
-143
-1% -$18.1K 0.65% 30
2025
Q1 		$1.74M Sell
13,470
-252
-2% -$33K 0.69% 30
2024
Q4 		$1.75M Sell
13,722
-350
-2% -$45.6K 0.65% 31
2024
Q3 		$1.8M Buy
14,072
+2,577
+22% +$318K 0.57% 33
2024
Q2 		$1.36M Sell
11,495
-700
-6% -$83K 0.38% 45
2024
Q1 		$1.48M Hold
12,195
– – 0.41% 50
2023
Q4 		$1.36M Hold
12,195
– – 0.43% 46
2023
Q3 		$1.22M Hold
12,195
– – 0.44% 45
2023
Q2 		$1.29M Hold
12,195
– – 0.48% 41
2023
Q1 		$1.29M Sell
12,195
-100
-0.8% -$10.8K 0.52% 38
2022
Q4 		$1.33M Buy
12,295
+250
+2% +$26.6K 0.63% 39
2022
Q3 		$1.14M Buy
12,045
+830
+7% +$86.3K 0.77% 35
2022
Q2 		$1.14M Sell
11,215
-363
-3% -$39.3K 1.16% 24
2022
Q1 		$1.3M Buy
11,578
+763
+7% +$85.1K 1.19% 24
2021
Q4 		$1.21M Buy
10,815
+100
+0.9% +$10.9K 1.05% 25
2021
Q3 		$1.11M Buy
10,715
+400
+4% +$42.3K 1.02% 27
2021
Q2 		$10.8M Sell
10,315
-100
-1% -$10.5K 0.89% 27
2021
Q1 		$1.05M Buy
10,415
+43
+0.4% +$4.15K 0.78% 30
2020
Q4 		$949K Buy
10,372
+200
+2% +$17.4K 0.74% 26
2020
Q3 		$823K Buy
10,172
+9,649
+1,845% +$790K 0.7% 25
2020
Q2 		$821 Sell
523
-11,399
-96% -$886K 0.73% 26
2020
Q1 		$843K Sell
11,922
-193
-2% -$16.6K 0.89% 24
2019
Q4 		$1.14M Buy
12,115
+250
+2% +$22.7K 1% 22
2019
Q3 		$1.05M Buy
11,865
+400
+3% +$35K 1.01% 21
2019
Q2 		$977K Buy
11,465
+775
+7% +$67K 0.99% 22
2019
Q1 		$942K Sell
10,690
-1,000
-9% -$83.5K 0.98% 21
2018
Q4 		$967K Buy
+11,690
New +$975K 1.08% 21

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Insights's VYM Position: Q1 2026 in Review

Financial Insights increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q1 2026, buying an estimated $30.1K and bringing the position to 14,068 shares worth $2.08M. The position accounts for 0.68% of the portfolio, ranked #33.

Financial Insights first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q2 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Financial Insights held 14,068 shares of Vanguard High Dividend Yield ETF worth $2.08M as of Q1 2026.
  • Financial Insights bought 200 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $30.1K.
  • Vanguard High Dividend Yield ETF made up 0.68% of Financial Insights's portfolio in Q1 2026, its #33 holding.
  • Financial Insights first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's Vanguard High Dividend Yield ETF position peaked at $10.8M in Q2 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.