Keating Financial Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keating Financial Advisory Services’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	$1.07M	Sell	6,771 -6	-0.1%	-$938	0.14%	110
2026 Q1	$1M	Buy	6,777 +77	+1%	+$11.6K	0.16%	89
2025 Q4	$962K	Buy	+6,700	New	+$953K	0.13%	132

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keating Financial Advisory Services's VYM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.09% in Q2 2026, selling an estimated $938 and leaving 6,771 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #110.

Keating Financial Advisory Services first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Keating Financial Advisory Services held 6,771 shares of Vanguard High Dividend Yield ETF worth $1.07M as of Q2 2026.
Keating Financial Advisory Services sold 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
Vanguard High Dividend Yield ETF made up 0.14% of Keating Financial Advisory Services's portfolio in Q2 2026, its #110 holding.
Keating Financial Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.