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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VYM Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q1 2026, buying an estimated $6.46K and bringing the position to 3,277 shares worth $485K. The position accounts for 0.33% of the portfolio, ranked #50.

Kerntke Otto McGlone Wealth Management Group first reported a position in VYM in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.34M in Q4 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Kerntke Otto McGlone Wealth Management Group held 3,277 shares of Vanguard High Dividend Yield ETF worth $485K as of Q1 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 43 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $6.46K.
  • Vanguard High Dividend Yield ETF made up 0.33% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #50 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 24 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $6.34M in Q4 2019.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.