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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
Q2 		$679K Sell
4,295
-98
-2% -$15.3K 0.12% 96
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 $1.55T 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 22.9% 1-Year Est. Return

Frisch Financial Group's VYM Position: Q2 2026 in Review

Frisch Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, selling an estimated $15.3K and leaving 4,295 shares worth $679K. The position accounts for 0.12% of the portfolio, ranked #96.

Frisch Financial Group first reported a position in VYM in Q1 2022 and has held it in 18 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Frisch Financial Group held 4,295 shares of Vanguard High Dividend Yield ETF worth $679K as of Q2 2026.
  • Frisch Financial Group sold 98 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Frisch Financial Group's portfolio in Q2 2026, its #96 holding.
  • Frisch Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.