Kerntke Otto McGlone Wealth Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$539K	Buy	3,413 +136	+4%	+$21.3K	0.33%	53
2026 Q1	$485K	Buy	3,277 +43	+1%	+$6.46K	0.33%	50
2025 Q4	$464K	Sell	3,234 -188	-5%	-$26.7K	0.33%	49
2025 Q3	$482K	Buy	3,422 +18	+0.5%	+$2.47K	0.36%	46
2025 Q2	$454K	Buy	3,404 +20	+0.6%	+$2.53K	0.36%	47
2025 Q1	$436K	Buy	3,384 +20	+0.6%	+$2.62K	0.38%	43
2024 Q4	$429K	Sell	3,364 -135	-4%	-$17.6K	0.32%	43
2024 Q3	$449K	Buy	3,499 +21	+0.6%	+$2.59K	0.37%	43
2024 Q2	$413K	Buy	3,478 +11	+0.3%	+$1.3K	0.39%	45
2024 Q1	$420K	Sell	3,467 -106	-3%	-$12.1K	0.41%	41
2023 Q4	$399K	Sell	3,573 -141	-4%	-$14.8K	0.4%	40
2023 Q3	$384K	Sell	3,714 -75	-2%	-$8.05K	0.4%	40
2023 Q2	$402K	Buy	3,789 +125	+3%	+$13.1K	0.39%	41
2023 Q1	$387K	Buy	3,664 +21	+0.6%	+$2.26K	0.4%	42
2022 Q4	$394K	Sell	3,643 -184	-5%	-$19.6K	0.45%	38
2022 Q3	$363K	Buy	3,827 +94	+3%	+$9.78K	0.55%	35
2022 Q2	$380K	Buy	+3,733	New	+$405K	0.57%	34
2022 Q1	–	Sell	-9,311	Closed	-$1.04M	–	69
2021 Q4	$1.04M	Buy	+9,311	New	+$1.01M	1.27%	19
2021 Q3	–	Sell	-56,521	Closed	-$5.92M	–	132
2021 Q2	$5.92M	Buy	56,521 +1,972	+4%	+$207K	2.36%	13
2021 Q1	$5.51M	Sell	54,549 -1,470	-3%	-$142K	2.89%	9
2020 Q4	$5.13M	Sell	56,019 -2,974	-5%	-$258K	3.03%	10
2020 Q3	$4.77M	Sell	58,993 -7,666	-12%	-$628K	3.5%	6
2020 Q2	$5.25M	Sell	66,659 -3,142	-5%	-$244K	4.79%	2
2020 Q1	$4.94M	Buy	69,801 +2,142	+3%	+$184K	5.53%	2
2019 Q4	$6.34M	Buy	+67,659	New	+$6.13M	5.36%	3

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

Kerntke Otto McGlone Wealth Management Group's VYM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,413 shares worth $539K. The position accounts for 0.33% of the portfolio, ranked #53.

Kerntke Otto McGlone Wealth Management Group first reported a position in VYM in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.34M in Q4 2019. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 3,413 shares of Vanguard High Dividend Yield ETF worth $539K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 136 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $21.3K.
Vanguard High Dividend Yield ETF made up 0.33% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #53 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 25 quarters since.
Kerntke Otto McGlone Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $6.34M in Q4 2019.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.