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Kaizen Financial Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kaizen Financial Strategies’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 		$6.28M Buy
39,687
+16,739
+73% +$2.62M 2.04% 15
2026
Q1 		$3.53M Buy
22,948
+19,667
+599% +$2.96M 1.49% 13
2025
Q4 		$471K Buy
+3,281
New +$467K 0.21% 81

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

Kaizen Financial Strategies's VYM Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Vanguard High Dividend Yield ETF (VYM) stake by 73% in Q2 2026, buying an estimated $2.62M and bringing the position to 39,687 shares worth $6.28M. The position accounts for 2.04% of the portfolio, ranked #15.

Kaizen Financial Strategies first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kaizen Financial Strategies held 39,687 shares of Vanguard High Dividend Yield ETF worth $6.28M as of Q2 2026.
  • Kaizen Financial Strategies bought 16,739 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.62M.
  • Vanguard High Dividend Yield ETF made up 2.04% of Kaizen Financial Strategies's portfolio in Q2 2026, its #15 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.