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

Frisch Financial 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
Q1 		$651K Buy
4,393
+2
+0% +$301 0.14% 84
2025
Q4 		$630K Buy
4,391
+2
+0% +$284 0.14% 80
2025
Q3 		$619K Buy
4,389
+2
+0% +$275 0.14% 80
2025
Q2 		$585K Sell
4,387
-182
-4% -$23.1K 0.14% 80
2025
Q1 		$589K Buy
4,569
+197
+5% +$25.8K 0.17% 65
2024
Q4 		$558K Buy
4,372
+2
+0% +$261 0.17% 63
2024
Q3 		$560K Buy
4,370
+452
+12% +$55.8K 0.17% 66
2024
Q2 		$465K Buy
3,918
+2
+0.1% +$237 0.14% 74
2024
Q1 		$474K Buy
3,916
+1
+0% +$115 0.16% 67
2023
Q4 		$437K Sell
3,915
-192
-5% -$20.2K 0.16% 68
2023
Q3 		$424K Sell
4,107
-10
-0.2% -$1.07K 0.17% 65
2023
Q2 		$437K Buy
4,117
+132
+3% +$13.8K 0.21% 69
2023
Q1 		$420K Buy
3,985
+12
+0.3% +$1.29K 0.16% 76
2022
Q4 		$430K Sell
3,973
-30
-0.7% -$3.19K 0.16% 78
2022
Q3 		$380K Buy
4,003
+63
+2% +$6.55K 0.16% 75
2022
Q2 		$401K Sell
3,940
-671
-15% -$72.7K 0.15% 73
2022
Q1 		$518K Buy
+4,611
New +$514K 0.17% 73

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

Frisch Financial Group's VYM Position: Q1 2026 in Review

Frisch Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q1 2026, buying an estimated $301 and bringing the position to 4,393 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #84.

Frisch Financial Group first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Frisch Financial Group held 4,393 shares of Vanguard High Dividend Yield ETF worth $651K as of Q1 2026.
  • Frisch Financial Group bought 2 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $301.
  • Vanguard High Dividend Yield ETF made up 0.14% of Frisch Financial Group's portfolio in Q1 2026, its #84 holding.
  • Frisch Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.