Hopwood Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hopwood Financial Services’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	$309K	Buy	1,954 +40	+2%	+$6.25K	0.18%	64
2026 Q1	$283K	Hold	1,914	–	–	0.19%	67
2025 Q4	$275K	Hold	1,914	–	–	0.19%	70
2025 Q3	$270K	Hold	1,914	–	–	0.18%	73
2025 Q2	$255K	Hold	1,914	–	–	0.2%	70
2025 Q1	$247K	Hold	1,914	–	–	0.19%	75
2024 Q4	$244K	Buy	+1,914	New	+$250K	0.19%	73

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Hopwood Financial Services's VYM Position: Q2 2026 in Review

Hopwood Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, buying an estimated $6.25K and bringing the position to 1,954 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #64.

Hopwood Financial Services first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,088 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Hopwood Financial Services held 1,954 shares of Vanguard High Dividend Yield ETF worth $309K as of Q2 2026.
Hopwood Financial Services bought 40 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.25K.
Vanguard High Dividend Yield ETF made up 0.18% of Hopwood Financial Services's portfolio in Q2 2026, its #64 holding.
Hopwood Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,088 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.