Hurlow Wealth Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hurlow Wealth Management 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 Q1	$545K	Hold	3,677	–	–	0.13%	53
2025 Q4	$528K	Hold	3,677	–	–	0.13%	51
2025 Q3	$518K	Hold	3,677	–	–	0.13%	55
2025 Q2	$490K	Hold	3,677	–	–	0.14%	63
2025 Q1	$474K	Hold	3,677	–	–	0.15%	65
2024 Q4	$469K	Sell	3,677 -48	-1%	-$6.26K	0.15%	66
2024 Q3	$478K	Buy	3,725 +37	+1%	+$4.57K	0.15%	66
2024 Q2	$437K	Buy	3,688 +975	+36%	+$116K	0.15%	68
2024 Q1	$328K	Hold	2,713	–	–	0.12%	81
2023 Q4	$303K	Hold	2,713	–	–	0.11%	82
2023 Q3	$280K	Hold	2,713	–	–	0.12%	85
2023 Q2	$288K	Hold	2,713	–	–	0.12%	85
2023 Q1	$286K	Hold	2,713	–	–	0.13%	83
2022 Q4	$294K	Hold	2,713	–	–	0.15%	81
2022 Q3	$257K	Hold	2,713	–	–	0.15%	78
2022 Q2	$276K	Hold	2,713	–	–	0.16%	78
2022 Q1	$305K	Hold	2,713	–	–	0.19%	74
2021 Q4	$247K	Hold	2,713	–	–	0.19%	77
2021 Q3	$280K	Hold	2,713	–	–	0.17%	79
2021 Q2	$284K	Hold	2,713	–	–	0.19%	77
2021 Q1	$274K	Hold	2,713	–	–	0.2%	81
2020 Q4	$248K	Sell	2,713 -152	-5%	-$13.2K	0.19%	82
2020 Q3	$232K	Hold	2,865	–	–	0.21%	79
2020 Q2	$227K	Hold	2,865	–	–	0.22%	81
2020 Q1	$216K	Hold	2,865	–	–	0.23%	81
2019 Q4	$268K	Hold	2,865	–	–	0.26%	84
2019 Q3	$251K	Hold	2,865	–	–	0.27%	82
2019 Q2	$254K	Hold	2,865	–	–	0.27%	78
2019 Q1	$251K	Hold	2,865	–	–	0.27%	81
2018 Q4	$233K	Buy	+2,865	New	+$239K	0.28%	80

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hurlow Wealth Management Group's VYM Position: Q1 2026 in Review

Hurlow Wealth Management Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 3,677 shares worth $545K. The position accounts for 0.13% of the portfolio, ranked #53.

Hurlow Wealth Management Group first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Hurlow Wealth Management Group held 3,677 shares of Vanguard High Dividend Yield ETF worth $545K as of Q1 2026.
Hurlow Wealth Management Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.13% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #53 holding.
Hurlow Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.