Kimelman & Baird’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kimelman & Baird’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	$97.8K	Hold	619	–	–	0.01%	142
2026 Q1	$91.7K	Buy	619 +150	+32%	+$22.6K	0.01%	147
2025 Q4	$67.3K	Sell	469 -185	-28%	-$26.3K	0.01%	157
2025 Q3	$92.2K	Sell	654 -285	-30%	-$39.2K	0.01%	148
2025 Q2	$125K	Hold	939	–	–	0.01%	132
2025 Q1	$121K	Hold	939	–	–	0.01%	135
2024 Q4	$120K	Hold	939	–	–	0.01%	142
2024 Q3	$120K	Hold	939	–	–	0.01%	148
2024 Q2	$111K	Buy	+939	New	+$111K	0.01%	149

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

Kimelman & Baird's VYM Position: Q2 2026 in Review

Kimelman & Baird held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 619 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #142.

Kimelman & Baird first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $125K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kimelman & Baird held 619 shares of Vanguard High Dividend Yield ETF worth $97.8K as of Q2 2026.
Kimelman & Baird left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #142 holding.
Kimelman & Baird first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
Kimelman & Baird's Vanguard High Dividend Yield ETF position peaked at $125K in Q2 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.