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Keystone Financial Group (Kentucky)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.58M Buy
17,451
+1,441
+9% +$217K 0.18% 101
2025
Q4 		$2.3M Sell
16,010
-41
-0.3% -$5.83K 0.17% 97
2025
Q3 		$2.26M Buy
16,051
+73
+0.5% +$10K 0.17% 93
2025
Q2 		$2.13M Buy
15,978
+275
+2% +$34.8K 0.19% 92
2025
Q1 		$2.02M Sell
15,703
-1,046
-6% -$137K 0.21% 93
2024
Q4 		$2.14M Buy
16,749
+83
+0.5% +$10.8K 0.21% 90
2024
Q3 		$2.14M Buy
+16,666
New +$2.06M 0.27% 70
2024
Q2 		– Sell
-17,053
Closed -$2.06M – 343
2024
Q1 		$2.06M Buy
17,053
+271
+2% +$31K 0.3% 68
2023
Q4 		$1.87M Sell
16,782
-820
-5% -$86.2K 0.33% 62
2023
Q3 		$1.82M Buy
17,602
+727
+4% +$78K 0.3% 66
2023
Q2 		$1.79M Buy
+16,875
New +$1.77M 0.3% 66
2022
Q4 		$1.94M Sell
17,952
-353
-2% -$37.6K 0.38% 62
2022
Q3 		$1.74M Buy
18,305
+158
+0.9% +$16.4K 0.35% 67
2022
Q2 		$1.85M Buy
18,147
+460
+3% +$49.8K 0.37% 70
2022
Q1 		$1.99M Buy
17,687
+1,685
+11% +$188K 0.34% 70
2021
Q4 		$1.79M Buy
16,002
+1,470
+10% +$160K 0.29% 74
2021
Q3 		$1.5M Sell
14,532
-875
-6% -$92.5K 0.27% 77
2021
Q2 		$1.61M Sell
15,407
-1,356
-8% -$142K 0.29% 79
2021
Q1 		$1.7M Buy
16,763
+45
+0.3% +$4.34K 0.33% 72
2020
Q4 		$1.53M Sell
16,718
-443
-3% -$38.5K 0.32% 76
2020
Q3 		$1.39M Buy
17,161
+462
+3% +$37.8K 0.34% 68
2020
Q2 		$1.32M Sell
16,699
-77
-0.5% -$5.99K 0.36% 65
2020
Q1 		$1.19M Buy
16,776
+10,393
+163% +$893K 0.39% 61
2019
Q4 		$598K Buy
6,383
+600
+10% +$54.4K 0.16% 113
2019
Q3 		$513K Buy
5,783
+579
+11% +$50.7K 0.16% 123
2019
Q2 		$455K Buy
5,204
+1,292
+33% +$112K 0.15% 126
2019
Q1 		$335K Buy
+3,912
New +$327K 0.12% 147

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

Keystone Financial Group (Kentucky)'s VYM Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard High Dividend Yield ETF (VYM) stake by 9% in Q1 2026, buying an estimated $217K and bringing the position to 17,451 shares worth $2.58M. The position accounts for 0.18% of the portfolio, ranked #101.

Keystone Financial Group (Kentucky) first reported a position in VYM in Q1 2019 and has held it in 27 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 17,451 shares of Vanguard High Dividend Yield ETF worth $2.58M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 1,441 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $217K.
  • Vanguard High Dividend Yield ETF made up 0.18% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #101 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 27 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.