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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
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
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

KFA Private Wealth Group's VYM Position: Q1 2026 in Review

KFA Private Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, buying an estimated $26.5K and bringing the position to 9,937 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #43.

KFA Private Wealth Group first reported a position in VYM in Q3 2021 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • KFA Private Wealth Group held 9,937 shares of Vanguard High Dividend Yield ETF worth $1.47M as of Q1 2026.
  • KFA Private Wealth Group bought 176 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $26.5K.
  • Vanguard High Dividend Yield ETF made up 0.35% of KFA Private Wealth Group's portfolio in Q1 2026, its #43 holding.
  • KFA Private Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 11 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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