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Kestra Private Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kestra Private Wealth Services’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 		$8.95M Buy
60,454
+1,286
+2% +$193K 0.11% 209
2025
Q4 		$8.49M Buy
59,168
+1,705
+3% +$242K 0.11% 214
2025
Q3 		$8.1M Sell
57,463
-3,179
-5% -$437K 0.11% 215
2025
Q2 		$8.08M Buy
60,642
+4,139
+7% +$524K 0.12% 202
2025
Q1 		$7.29M Sell
56,503
-19,583
-26% -$2.56M 0.12% 191
2024
Q4 		$9.71M Sell
76,086
-7,824
-9% -$1.02M 0.16% 140
2024
Q3 		$10.8M Buy
83,910
+11,779
+16% +$1.45M 0.2% 120
2024
Q2 		$8.55M Sell
72,131
-1,241
-2% -$147K 0.17% 133
2024
Q1 		$8.88M Buy
73,372
+2,513
+4% +$288K 0.2% 124
2023
Q4 		$7.91M Buy
70,859
+7,334
+12% +$771K 0.2% 125
2023
Q3 		$6.56M Buy
63,525
+9,579
+18% +$1.03M 0.21% 125
2023
Q2 		$5.72M Buy
53,946
+3,592
+7% +$377K 0.2% 126
2023
Q1 		$5.31M Buy
50,354
+4,184
+9% +$450K 0.21% 116
2022
Q4 		$5M Sell
46,170
-821
-2% -$87.4K 0.25% 105
2022
Q3 		$4.46M Buy
46,991
+2,046
+5% +$213K 0.26% 102
2022
Q2 		$4.57M Buy
44,945
+1,361
+3% +$147K 0.26% 103
2022
Q1 		$4.89M Buy
43,584
+2,421
+6% +$270K 0.24% 99
2021
Q4 		$4.62M Buy
41,163
+4,165
+11% +$453K 0.22% 114
2021
Q3 		$3.82M Buy
36,998
+2,953
+9% +$312K 0.21% 116
2021
Q2 		$3.57M Buy
34,045
+6,172
+22% +$648K 0.22% 115
2021
Q1 		$2.82M Buy
27,873
+6,258
+29% +$604K 0.2% 127
2020
Q4 		$1.96M Buy
21,615
+6,367
+42% +$553K 0.14% 164
2020
Q3 		$1.23M Buy
+15,248
New +$1.25M 0.11% 204

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

Kestra Private Wealth Services's VYM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q1 2026, buying an estimated $193K and bringing the position to 60,454 shares worth $8.95M. The position accounts for 0.11% of the portfolio, ranked #209.

Kestra Private Wealth Services first reported a position in VYM in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.8M in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Kestra Private Wealth Services held 60,454 shares of Vanguard High Dividend Yield ETF worth $8.95M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,286 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $193K.
  • Vanguard High Dividend Yield ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #209 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard High Dividend Yield ETF position peaked at $10.8M in Q3 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.