JF
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Joule Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Joule Financial’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 		$222K Buy
1,403
+1
+0.1% +$156 0.06% 107
2026
Q1 		$208K Buy
+1,402
New +$211K 0.06% 112
2025
Q4 		– Sell
-1,531
Closed -$216K – 117
2025
Q3 		$216K Buy
+1,531
New +$210K 0.06% 107

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
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

Joule Financial's VYM Position: Q2 2026 in Review

Joule Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q2 2026, buying an estimated $156 and bringing the position to 1,403 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #107.

Joule Financial first reported a position in VYM in Q3 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Joule Financial held 1,403 shares of Vanguard High Dividend Yield ETF worth $222K as of Q2 2026.
  • Joule Financial bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
  • Vanguard High Dividend Yield ETF made up 0.06% of Joule Financial's portfolio in Q2 2026, its #107 holding.
  • Joule Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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