KFA Private Wealth Group
VYM icon

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
Q3 		$731K Sell
4,711
-90
-2% -$14.6K 0.17% 60
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

KFA Private Wealth Group's VYM Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q3 2026, selling an estimated $14.6K and leaving 4,711 shares worth $731K. The position accounts for 0.17% of the portfolio, ranked #60.

KFA Private Wealth Group first reported a position in VYM in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.47M in Q1 2026. 933 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • KFA Private Wealth Group held 4,711 shares of Vanguard High Dividend Yield ETF worth $731K as of Q3 2026.
  • KFA Private Wealth Group sold 90 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $14.6K.
  • Vanguard High Dividend Yield ETF made up 0.17% of KFA Private Wealth Group's portfolio in Q3 2026, its #60 holding.
  • KFA Private Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 13 quarters since.
  • KFA Private Wealth Group's Vanguard High Dividend Yield ETF position peaked at $1.47M in Q1 2026.
  • 933 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.