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

Greenberg 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
2025
Q4 		$7.94M Buy
+55,329
New +$7.87M 3.27% 10
2025
Q2 		$8.59M Sell
54,387
-1,177
-2% -$149K 3.18% 9
2025
Q1 		$8.23M Buy
+55,564
New +$7.27M 3.4% 9

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Greenberg Financial Group's VYM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2025: 55,329 shares worth $7.94M. The stake represents 3.27% of the portfolio and ranks #10 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in VYM as recently as Q2 2025.

Greenberg Financial Group first reported a position in VYM in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.59M in Q2 2025. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Greenberg Financial Group held 55,329 shares of Vanguard High Dividend Yield ETF worth $7.94M as of Q4 2025.
  • Vanguard High Dividend Yield ETF was a new Greenberg Financial Group position in Q4 2025.
  • Vanguard High Dividend Yield ETF made up 3.27% of Greenberg Financial Group's portfolio in Q4 2025, its #10 holding.
  • Greenberg Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Vanguard High Dividend Yield ETF position peaked at $8.59M in Q2 2025.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.