Key Financial Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Key Financial Inc’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	$1.29M	Hold	8,710	–	–	0.23%	86
2025 Q4	$1.25M	Buy	8,710 +96	+1%	+$13.7K	0.23%	85
2025 Q3	$1.22M	Sell	8,614 -25	-0.3%	-$3.44K	0.22%	85
2025 Q2	$1.15M	Hold	8,639	–	–	0.23%	82
2025 Q1	$1.11M	Buy	8,639 +1,315	+18%	+$172K	0.24%	72
2024 Q4	$934K	Hold	7,324	–	–	0.21%	88
2024 Q3	$939K	Hold	7,324	–	–	0.21%	89
2024 Q2	$869K	Sell	7,324 -20	-0.3%	-$2.37K	0.21%	87
2024 Q1	$889K	Hold	7,344	–	–	0.23%	80
2023 Q4	$820K	Hold	7,344	–	–	0.22%	84
2023 Q3	$759K	Hold	7,344	–	–	0.26%	77
2023 Q2	$779K	Hold	7,344	–	–	0.26%	75
2023 Q1	$775K	Buy	7,344 +1,631	+29%	+$175K	0.28%	70
2022 Q4	$542K	Hold	5,713	–	–	0.26%	76
2022 Q3	$542K	Hold	5,713	–	–	0.25%	77
2022 Q2	$587K	Hold	5,713	–	–	0.32%	58
2022 Q1	$641K	Buy	5,713 +1,618	+40%	+$180K	0.32%	58
2021 Q4	$459K	Hold	4,095	–	–	0.23%	83
2021 Q3	$423K	Hold	4,095	–	–	0.24%	83
2021 Q2	$431K	Hold	4,095	–	–	0.24%	83
2021 Q1	$414K	Hold	4,095	–	–	0.27%	74
2020 Q4	$375K	Hold	4,095	–	–	0.28%	72
2020 Q3	$331K	Hold	4,095	–	–	0.34%	74
2020 Q2	$319K	Hold	4,095	–	–	0.37%	67
2020 Q1	$295K	Sell	4,095 -3,909	-49%	-$336K	0.3%	65
2019 Q4	$750K	Buy	+8,004	New	+$726K	0.7%	33

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's VYM Position: Q1 2026 in Review

Key Financial Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 8,710 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #86.

Key Financial Inc first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Key Financial Inc held 8,710 shares of Vanguard High Dividend Yield ETF worth $1.29M as of Q1 2026.
Key Financial Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.23% of Key Financial Inc's portfolio in Q1 2026, its #86 holding.
Key Financial Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.