KFG Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

KFG Wealth Management’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	$266K	Buy	1,795 +6	+0.3%	+$902	0.03%	188
2025 Q4	$257K	Buy	1,789 +23	+1%	+$3.27K	0.03%	187
2025 Q3	$249K	Buy	1,766 +6	+0.3%	+$824	0.04%	181
2025 Q2	$235K	Buy	+1,760	New	+$223K	0.04%	183

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

KFG Wealth Management's VYM Position: Q1 2026 in Review

KFG Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.34% in Q1 2026, buying an estimated $902 and bringing the position to 1,795 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #188.

KFG Wealth Management first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

KFG Wealth Management held 1,795 shares of Vanguard High Dividend Yield ETF worth $266K as of Q1 2026.
KFG Wealth Management bought 6 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $902.
Vanguard High Dividend Yield ETF made up 0.03% of KFG Wealth Management's portfolio in Q1 2026, its #188 holding.
KFG Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.