Keebeck Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keebeck Wealth Management’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	$361K	Hold	2,287	–	–	0.04%	329
2026 Q1	$339K	Buy	2,287 +17	+0.7%	+$2.56K	0.04%	297
2025 Q4	$326K	Hold	2,270	–	–	0.04%	282
2025 Q3	$320K	Sell	2,270 -795	-26%	-$109K	0.04%	292
2025 Q2	$409K	Hold	3,065	–	–	0.05%	235
2025 Q1	$395K	Hold	3,065	–	–	0.06%	187
2024 Q4	$391K	Buy	3,065 +24	+0.8%	+$3.13K	0.06%	187
2024 Q3	$390K	Buy	3,041 +5	+0.2%	+$617	0.06%	192
2024 Q2	$360K	Sell	3,036 -23	-0.8%	-$2.73K	0.05%	200
2024 Q1	$370K	Sell	3,059 -780	-20%	-$89.4K	0.05%	212
2023 Q4	$429K	Sell	3,839 -509	-12%	-$53.5K	0.07%	194
2023 Q3	$449K	Hold	4,348	–	–	0.08%	185
2023 Q2	$461K	Buy	4,348 +804	+23%	+$84.3K	0.06%	186
2023 Q1	$374K	Buy	3,544 +146	+4%	+$15.7K	0.06%	185
2022 Q4	$368K	Hold	3,398	–	–	0.06%	178
2022 Q3	$322K	Buy	3,398 +18	+0.5%	+$1.87K	0.06%	184
2022 Q2	$344K	Buy	3,380 +6	+0.2%	+$650	0.07%	185
2022 Q1	$379K	Buy	3,374 +1,114	+49%	+$124K	0.06%	182
2021 Q4	$253K	Buy	2,260 +250	+12%	+$27.2K	0.05%	196
2021 Q3	$208K	Sell	2,010 -935	-32%	-$98.8K	0.04%	204
2021 Q2	$309K	Buy	2,945 +935	+47%	+$98.2K	0.04%	203
2021 Q1	$203K	Buy	+2,010	New	+$194K	0.03%	226
2020 Q3	–	Sell	-2,010	Closed	-$158K	–	358
2020 Q2	$158K	Buy	+2,010	New	+$156K	0.05%	164

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

Keebeck Wealth Management's VYM Position: Q2 2026 in Review

Keebeck Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,287 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #329.

Keebeck Wealth Management first reported a position in VYM in Q2 2020 and has held it in 23 quarters since. The position peaked at $461K in Q2 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Keebeck Wealth Management held 2,287 shares of Vanguard High Dividend Yield ETF worth $361K as of Q2 2026.
Keebeck Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #329 holding.
Keebeck Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 23 quarters since.
Keebeck Wealth Management's Vanguard High Dividend Yield ETF position peaked at $461K in Q2 2023.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.