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

Goldstone 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 		$10.1M Sell
64,064
-1,824
-3% -$285K 0.93% 26
2026
Q1 		$9.76M Sell
65,888
-1,729
-3% -$260K 1.06% 24
2025
Q4 		$9.7M Buy
67,617
+4,082
+6% +$581K 1.08% 28
2025
Q3 		$8.96M Buy
63,535
+3,980
+7% +$547K 1.06% 30
2025
Q2 		$8.09M Buy
59,555
+2,977
+5% +$377K 1.07% 29
2025
Q1 		$7.3M Buy
56,578
+3,799
+7% +$497K 1.1% 28
2024
Q4 		$6.73M Buy
52,779
+3,585
+7% +$467K 1.06% 29
2024
Q3 		$6.31M Buy
49,194
+3,729
+8% +$460K 1.1% 28
2024
Q2 		$5.39M Buy
45,465
+2,218
+5% +$263K 1.08% 26
2024
Q1 		$5.23M Sell
43,247
-597
-1% -$68.4K 1.2% 22
2023
Q4 		$4.89M Sell
43,844
-48,572
-53% -$5.1M 1.26% 21
2023
Q3 		$9.55M Buy
92,416
+2,881
+3% +$309K 2.83% 9
2023
Q2 		$9.5M Buy
89,535
+24,995
+39% +$2.62M 2.79% 10
2023
Q1 		$6.81M Buy
+64,540
New +$6.94M 2.24% 11

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

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

Goldstone Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q2 2026, selling an estimated $285K and leaving 64,064 shares worth $10.1M. The position accounts for 0.93% of the portfolio, ranked #26.

Goldstone Financial Group first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Goldstone Financial Group held 64,064 shares of Vanguard High Dividend Yield ETF worth $10.1M as of Q2 2026.
  • Goldstone Financial Group sold 1,824 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $285K.
  • Vanguard High Dividend Yield ETF made up 0.93% of Goldstone Financial Group's portfolio in Q2 2026, its #26 holding.
  • Goldstone Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.