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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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. 752 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.
  • 752 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.