KFA Private Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

KFA Private Wealth Group’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	$759K	Sell	4,801 -5,136	-52%	-$803K	0.18%	59
2026 Q1	$1.47M	Buy	9,937 +176	+2%	+$26.5K	0.35%	43
2025 Q4	$1.4M	Sell	9,761 -177	-2%	-$25.2K	0.34%	39
2025 Q3	$1.4M	Sell	9,938 -638	-6%	-$87.7K	0.4%	34
2025 Q2	$1.41M	Buy	10,576 +239	+2%	+$30.3K	0.44%	34
2025 Q1	$1.33M	Buy	10,337 +6,427	+164%	+$841K	0.47%	31
2024 Q4	$499K	Buy	3,910 +2,050	+110%	+$267K	0.21%	47
2024 Q3	$238K	Sell	1,860 -180	-9%	-$22.2K	0.11%	75
2024 Q2	$242K	Buy	2,040 +74	+4%	+$8.78K	0.13%	69
2024 Q1	$238K	Buy	1,966 +89	+5%	+$10.2K	0.07%	89
2023 Q4	$209K	Buy	+1,877	New	+$197K	0.08%	80
2021 Q4	–	Sell	-5,787	Closed	-$598K	–	73
2021 Q3	$598K	Buy	+5,787	New	+$612K	0.33%	35

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFA Private Wealth Group's VYM Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 52% in Q2 2026, selling an estimated $803K and leaving 4,801 shares worth $759K. The position accounts for 0.18% of the portfolio, ranked #59.

KFA Private Wealth Group first reported a position in VYM in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

KFA Private Wealth Group held 4,801 shares of Vanguard High Dividend Yield ETF worth $759K as of Q2 2026.
KFA Private Wealth Group sold 5,136 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $803K.
Vanguard High Dividend Yield ETF made up 0.18% of KFA Private Wealth Group's portfolio in Q2 2026, its #59 holding.
KFA Private Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 12 quarters since.
KFA Private Wealth Group's Vanguard High Dividend Yield ETF position peaked at $1.47M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.