GIM
VYM icon

Goelzer Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Goelzer Investment 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
Q2 		– Sell
-2,364
Closed -$350K – 330
2026
Q1 		$350K Sell
2,364
-67
-3% -$10.1K 0.02% 249
2025
Q4 		$349K Hold
2,431
– – 0.02% 231
2025
Q3 		$343K Hold
2,431
– – 0.02% 211
2025
Q2 		$324K Hold
2,431
– – 0.02% 215
2025
Q1 		$314K Hold
2,431
– – 0.02% 213
2024
Q4 		$310K Buy
2,431
+590
+32% +$76.9K 0.02% 213
2024
Q3 		$236K Buy
+1,841
New +$227K 0.01% 219
2024
Q2 		– Sell
-3,285
Closed -$397K – 241
2024
Q1 		$397K Buy
+3,285
New +$376K 0.02% 197

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 22.96% 1-Year Est. Return

Goelzer Investment Management's VYM Position: Q2 2026 in Review

Goelzer Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 2,364 shares — an estimated $350K sold.

Goelzer Investment Management first reported a position in VYM in Q1 2024 and held it in 8 quarters. The position peaked at $397K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Goelzer Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Goelzer Investment Management sold 2,364 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $350K.
  • Goelzer Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and held it in 8 quarters.
  • Goelzer Investment Management's Vanguard High Dividend Yield ETF position peaked at $397K in Q1 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.