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Keudell/Morrison Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keudell/Morrison Wealth 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 		$11.6M Buy
73,504
+419
+0.6% +$65.5K 2.19% 10
2026
Q1 		$10.8M Sell
73,085
-1,426
-2% -$214K 2.21% 9
2025
Q4 		$10.7M Buy
+74,511
New +$10.6M 2.25% 10
2025
Q2 		$20M Sell
150,324
-4,962
-3% -$629K 4.45% 5
2025
Q1 		$20M Sell
155,286
-2,863
-2% -$375K 4.72% 6
2024
Q4 		$20.2M Sell
158,149
-2,595
-2% -$338K 5.26% 4
2024
Q3 		$20.6M Buy
160,744
+818
+0.5% +$101K 5.59% 3
2024
Q2 		$19M Buy
159,926
+687
+0.4% +$81.5K 5.55% 2
2024
Q1 		$19.3M Sell
159,239
-5,897
-4% -$676K 5.83% 2
2023
Q4 		$18.4M Sell
165,136
-6,902
-4% -$725K 6.08% 2
2023
Q3 		$17.8M Sell
172,038
-3,319
-2% -$356K 5.42% 3
2023
Q2 		$18.6M Sell
175,357
-3,226
-2% -$338K 5.36% 3
2023
Q1 		$18.8M Sell
178,583
-1,611
-0.9% -$173K 5.55% 3
2022
Q4 		$19.5M Sell
180,194
-89,446
-33% -$9.52M 6.26% 3
2022
Q3 		$25.6M Buy
269,640
+119,006
+79% +$12.4M 9.57% 2
2022
Q2 		$15.3M Buy
150,634
+120,693
+403% +$13.1M 5.57% 3
2022
Q1 		$3.36M Buy
29,941
+938
+3% +$105K 1.41% 10
2021
Q4 		$3.25M Buy
29,003
+1,075
+4% +$117K 1.28% 12
2021
Q3 		$2.89M Buy
27,928
+2,480
+10% +$262K 1.24% 13
2021
Q2 		$2.67M Buy
25,448
+2,593
+11% +$272K 1.46% 13
2021
Q1 		$2.31M Buy
22,855
+13,590
+147% +$1.31M 1.34% 15
2020
Q4 		$848K Buy
9,265
+4,620
+99% +$401K 0.54% 60
2020
Q3 		$376K Buy
4,645
+345
+8% +$28.3K 0.24% 100
2020
Q2 		$339K Buy
+4,300
New +$334K 0.28% 102

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

Keudell/Morrison Wealth Management's VYM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.57% in Q2 2026, buying an estimated $65.5K and bringing the position to 73,504 shares worth $11.6M. The position accounts for 2.19% of the portfolio, ranked #10.

Keudell/Morrison Wealth Management first reported a position in VYM in Q2 2020 and has held it in 24 quarters since. The position peaked at $25.6M in Q3 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 73,504 shares of Vanguard High Dividend Yield ETF worth $11.6M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 419 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $65.5K.
  • Vanguard High Dividend Yield ETF made up 2.19% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 24 quarters since.
  • Keudell/Morrison Wealth Management's Vanguard High Dividend Yield ETF position peaked at $25.6M in Q3 2022.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.