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Kestra Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kestra Investment 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 		$268K Sell
1,697
-57
-3% -$8.91K 0.01% 442
2026
Q1 		$260K Buy
1,754
+41
+2% +$6.16K ﹤0.01% 388
2025
Q4 		$246K Sell
1,713
-94
-5% -$13.4K 0.01% 386
2025
Q3 		$255K Sell
1,807
-3,148
-64% -$433K 0.01% 383
2025
Q2 		$653K Buy
4,955
+3,311
+201% +$419K 0.01% 343
2025
Q1 		$212K Buy
+1,644
New +$215K 0.01% 369

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 22.96% 1-Year Est. Return

Kestra Investment Management's VYM Position: Q2 2026 in Review

Kestra Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q2 2026, selling an estimated $8.91K and leaving 1,697 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #442.

Kestra Investment Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kestra Investment Management held 1,697 shares of Vanguard High Dividend Yield ETF worth $268K as of Q2 2026.
  • Kestra Investment Management sold 57 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.91K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #442 holding.
  • Kestra Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • Kestra Investment Management's Vanguard High Dividend Yield ETF position peaked at $653K in Q2 2025.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.