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Grimes & Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Grimes & Company’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 		$3.61M Buy
22,874
+63
+0.3% +$9.85K 0.08% 155
2026
Q1 		$3.38M Buy
22,811
+259
+1% +$38.9K 0.09% 140
2025
Q4 		$3.24M Sell
22,552
-11
-0% -$1.56K 0.08% 150
2025
Q3 		$3.18M Sell
22,563
-124
-0.5% -$17K 0.08% 145
2025
Q2 		$3.02M Buy
22,687
+1,402
+7% +$178K 0.08% 136
2025
Q1 		$2.74M Buy
21,285
+4,518
+27% +$591K 0.08% 126
2024
Q4 		$2.14M Buy
16,767
+130
+0.8% +$17K 0.06% 148
2024
Q3 		$2.13M Buy
16,637
+1,924
+13% +$238K 0.06% 140
2024
Q2 		$1.74M Sell
14,713
-77
-0.5% -$9.13K 0.05% 143
2024
Q1 		$1.79M Sell
14,790
-82
-0.6% -$9.39K 0.06% 143
2023
Q4 		$1.66M Buy
14,872
+185
+1% +$19.4K 0.06% 145
2023
Q3 		$1.52M Buy
14,687
+8,563
+140% +$919K 0.06% 139
2023
Q2 		$650K Buy
6,124
+491
+9% +$51.5K 0.02% 185
2023
Q1 		$594K Sell
5,633
-219
-4% -$23.6K 0.02% 187
2022
Q4 		$633K Sell
5,852
-11
-0.2% -$1.17K 0.03% 184
2022
Q3 		$556K Buy
5,863
+31
+0.5% +$3.22K 0.03% 177
2022
Q2 		$593K Sell
5,832
-76
-1% -$8.24K 0.03% 178
2022
Q1 		$663K Sell
5,908
-11
-0.2% -$1.23K 0.03% 183
2021
Q4 		$664K Sell
5,919
-613
-9% -$66.7K 0.03% 186
2021
Q3 		$675K Buy
6,532
+345
+6% +$36.5K 0.03% 182
2021
Q2 		$648K Buy
6,187
+270
+5% +$28.3K 0.03% 183
2021
Q1 		$598K Sell
5,917
-1,198
-17% -$116K 0.03% 179
2020
Q4 		$651K Buy
7,115
+5
+0.1% +$434 0.03% 168
2020
Q3 		$575K Buy
7,110
+659
+10% +$54K 0.04% 171
2020
Q2 		$508K Sell
6,451
-244
-4% -$19K 0.04% 173
2020
Q1 		$474K Sell
6,695
-93
-1% -$7.99K 0.04% 164
2019
Q4 		$636K Sell
6,788
-73
-1% -$6.62K 0.04% 167
2019
Q3 		$609K Buy
6,861
+443
+7% +$38.8K 0.04% 164
2019
Q2 		$561K Sell
6,418
-193
-3% -$16.7K 0.04% 162
2019
Q1 		$566K Sell
6,611
-146
-2% -$12.2K 0.04% 153
2018
Q4 		$527K Sell
6,757
-269
-4% -$22.4K 0.05% 145
2018
Q3 		$612K Sell
7,026
-623
-8% -$53.9K 0.05% 145
2018
Q2 		$635K Sell
7,649
-20
-0.3% -$1.68K 0.06% 145
2018
Q1 		$633K Sell
7,669
-62
-0.8% -$5.33K 0.06% 137
2017
Q4 		$662K Sell
7,731
-436
-5% -$36.5K 0.06% 128
2017
Q3 		$662K Sell
8,167
-616
-7% -$48.9K 0.07% 119
2017
Q2 		$686K Sell
8,783
-931
-10% -$72.5K 0.08% 120
2017
Q1 		$754K Sell
9,714
-474
-5% -$36.6K 0.08% 116
2016
Q4 		$772K Sell
10,188
-237
-2% -$17.4K 0.09% 114
2016
Q3 		$752K Sell
10,425
-1,971
-16% -$143K 0.1% 114
2016
Q2 		$886K Sell
12,396
-798
-6% -$55.8K 0.12% 106
2016
Q1 		$911K Sell
13,194
-115
-0.9% -$7.53K 0.12% 98
2015
Q4 		$888K Sell
13,309
-996
-7% -$66.8K 0.12% 100
2015
Q3 		$896K Sell
14,305
-1,086
-7% -$71.5K 0.12% 97
2015
Q2 		$1.04M Buy
+15,391
New +$1.07M 0.15% 91

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Grimes & Company's VYM Position: Q2 2026 in Review

Grimes & Company increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q2 2026, buying an estimated $9.85K and bringing the position to 22,874 shares worth $3.61M. The position accounts for 0.08% of the portfolio, ranked #155.

Grimes & Company first reported a position in VYM in Q2 2015 and has held it in 45 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Grimes & Company held 22,874 shares of Vanguard High Dividend Yield ETF worth $3.61M as of Q2 2026.
  • Grimes & Company bought 63 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.85K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #155 holding.
  • Grimes & Company first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 45 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.