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

Kiley Juergens 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 Q2	$883K	Hold	5,586	–	–	0.14%	104
2026 Q1	$827K	Buy	+5,586	New	+$840K	0.15%	105
2018 Q4	–	Sell	-6,389	Closed	-$556K	–	652
2018 Q3	$556K	Buy	6,389 +1,879	+42%	+$163K	0.42%	51
2018 Q2	$374K	Hold	4,510	–	–	0.33%	57
2018 Q1	$372K	Hold	4,510	–	–	0.4%	54
2017 Q4	$386K	Buy	+4,510	New	+$377K	0.35%	50

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

Kiley Juergens Wealth Management's VYM Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 5,586 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #104.

Kiley Juergens Wealth Management first reported a position in VYM in Q4 2017 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kiley Juergens Wealth Management held 5,586 shares of Vanguard High Dividend Yield ETF worth $883K as of Q2 2026.
Kiley Juergens Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.14% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #104 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 6 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.