Kathleen S. Wright Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$1.5M	Buy	10,664 +83	+0.8%	+$11.4K	0.56%	41
2025 Q2	$1.41M	Buy	10,581 +3,051	+41%	+$387K	0.55%	39
2025 Q1	$971K	Buy	7,530 +846	+13%	+$111K	0.4%	49
2024 Q4	$853K	Buy	6,684 +822	+14%	+$107K	0.36%	54
2024 Q3	$751K	Buy	5,862 +905	+18%	+$112K	0.31%	59
2024 Q2	$588K	Buy	4,957 +152	+3%	+$18K	0.27%	67
2024 Q1	$581K	Buy	4,805 +105	+2%	+$12K	0.27%	66
2023 Q4	$525K	Buy	4,700 +3,074	+189%	+$323K	0.27%	67
2023 Q3	$168K	Buy	1,626 +36	+2%	+$3.86K	0.09%	99
2023 Q2	$169K	Buy	1,590 +32	+2%	+$3.36K	0.11%	80
2023 Q1	$164K	Buy	1,558 +6	+0.4%	+$645	0.11%	83
2022 Q4	$168K	Buy	1,552 +37	+2%	+$3.94K	0.11%	89
2022 Q3	$144K	Buy	1,515 +7	+0.5%	+$728	0.12%	87
2022 Q2	$153K	Buy	1,508 +6	+0.4%	+$650	0.13%	81
2022 Q1	$169K	Buy	1,502 +465	+45%	+$51.9K	0.12%	82
2021 Q4	$116K	Buy	+1,037	New	+$113K	0.09%	89

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

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

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

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

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

Kathleen S. Wright Associates's VYM Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.78% in Q3 2025, buying an estimated $11.4K and bringing the position to 10,664 shares worth $1.5M. The position accounts for 0.56% of the portfolio, ranked #41.

Kathleen S. Wright Associates first reported a position in VYM in Q4 2021 and has held it in 16 quarters since. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Kathleen S. Wright Associates held 10,664 shares of Vanguard High Dividend Yield ETF worth $1.5M as of Q3 2025.
Kathleen S. Wright Associates bought 83 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $11.4K.
Vanguard High Dividend Yield ETF made up 0.56% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #41 holding.
Kathleen S. Wright Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 16 quarters since.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.