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

Independent 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 		$12.2M Buy
77,062
+4,952
+7% +$774K 0.23% 75
2026
Q1 		$10.7M Buy
72,110
+5,328
+8% +$801K 0.24% 76
2025
Q4 		$9.58M Buy
66,782
+2,060
+3% +$293K 0.21% 90
2025
Q3 		$9.12M Buy
64,722
+2,523
+4% +$347K 0.22% 81
2025
Q2 		$8.29M Buy
62,199
+4,667
+8% +$591K 0.23% 79
2025
Q1 		$7.42M Sell
57,532
-1,005
-2% -$132K 0.26% 71
2024
Q4 		$7.47M Buy
58,537
+193
+0.3% +$25.2K 0.25% 72
2024
Q3 		$7.48M Sell
58,344
-3,125
-5% -$386K 0.28% 66
2024
Q2 		$7.29M Buy
61,469
+3,003
+5% +$356K 0.29% 63
2024
Q1 		$7.07M Buy
58,466
+302
+0.5% +$34.6K 0.32% 63
2023
Q4 		$6.49M Sell
58,164
-2,252
-4% -$237K 0.35% 52
2023
Q3 		$6.24M Buy
60,416
+1,099
+2% +$118K 0.41% 37
2023
Q2 		$6.29M Buy
59,317
+497
+0.8% +$52.1K 0.43% 32
2023
Q1 		$6.21M Buy
58,820
+12,550
+27% +$1.35M 0.5% 30
2022
Q4 		$5.01M Sell
46,270
-9,970
-18% -$1.06M 0.43% 38
2022
Q3 		$5.34M Buy
56,240
+1,488
+3% +$155K 0.48% 28
2022
Q2 		$5.57M Buy
54,752
+518
+1% +$56.1K 0.59% 26
2022
Q1 		$6.09M Buy
54,234
+17,773
+49% +$1.98M 0.49% 29
2021
Q4 		$4.09M Sell
36,461
-18,714
-34% -$2.04M 0.34% 46
2021
Q3 		$5.7M Buy
55,175
+3,357
+6% +$355K 0.58% 25
2021
Q2 		$5.43M Buy
51,818
+7,570
+17% +$795K 0.58% 25
2021
Q1 		$4.47M Buy
44,248
+11,249
+34% +$1.09M 0.58% 27
2020
Q4 		$3.02M Sell
32,999
-8,324
-20% -$723K 0.45% 40
2020
Q3 		$3.34M Buy
41,323
+5,308
+15% +$435K 0.63% 24
2020
Q2 		$2.84M Buy
36,015
+8,723
+32% +$678K 0.62% 24
2020
Q1 		$1.93M Buy
+27,292
New +$2.34M 0.57% 33

Other funds holding VYM

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Independent Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.9% in Q2 2026, buying an estimated $774K and bringing the position to 77,062 shares worth $12.2M. The position accounts for 0.23% of the portfolio, ranked #75.

Independent Financial Group first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Independent Financial Group held 77,062 shares of Vanguard High Dividend Yield ETF worth $12.2M as of Q2 2026.
  • Independent Financial Group bought 4,952 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $774K.
  • Vanguard High Dividend Yield ETF made up 0.23% of Independent Financial Group's portfolio in Q2 2026, its #75 holding.
  • Independent Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.