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Kelleher Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kelleher Financial Advisors’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 		– Sell
-135
Closed -$20K – 923
2026
Q1 		$20K Hold
135
– – 0.01% 474
2025
Q4 		$19.4K Hold
135
– – ﹤0.01% 516
2025
Q3 		$19K Buy
+135
New +$18.6K ﹤0.01% 441

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kelleher Financial Advisors's VYM Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 135 shares — an estimated $20K sold.

Kelleher Financial Advisors first reported a position in VYM in Q3 2025 and held it in 3 quarters. The position peaked at $20K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 135 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20K.
  • Kelleher Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and held it in 3 quarters.
  • Kelleher Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $20K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.