Keeler & Nadler Financial Planning & Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keeler & Nadler Financial Planning & 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	$250K	Buy	1,579 +7	+0.4%	+$1.09K	0.07%	79
2026 Q1	$233K	Sell	1,572 -3	-0.2%	-$451	0.08%	78
2025 Q4	$226K	Sell	1,575 -2	-0.1%	-$284	0.08%	74
2025 Q3	$222K	Sell	1,577 -21	-1%	-$2.89K	0.08%	75
2025 Q2	$213K	Buy	1,598 +8	+0.5%	+$1.01K	0.09%	73
2025 Q1	$203K	Buy	1,590 +7	+0.4%	+$916	0.09%	69
2024 Q4	$202K	Sell	1,583 -61	-4%	-$7.95K	0.09%	69
2024 Q3	$211K	Buy	+1,644	New	+$203K	0.1%	66

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

Keeler & Nadler Financial Planning & Wealth Management's VYM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.45% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,579 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #79.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 1,579 shares of Vanguard High Dividend Yield ETF worth $250K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
Vanguard High Dividend Yield ETF made up 0.07% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #79 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.