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 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 $1.37T 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

Kiley Juergens Wealth Management's VYM Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 5,586 shares worth $827K. The stake represents 0.15% of the portfolio and ranks #105 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VYM as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VYM in Q4 2017 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Kiley Juergens Wealth Management held 5,586 shares of Vanguard High Dividend Yield ETF worth $827K as of Q1 2026.
Vanguard High Dividend Yield ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #105 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 5 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.