Klingman & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Klingman & Associates’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	$1.37M	Hold	9,264	–	–	0.07%	106
2025 Q4	$1.33M	Sell	9,264 -8	-0.1%	-$1.14K	0.06%	109
2025 Q3	$1.31M	Hold	9,272	–	–	0.07%	105
2025 Q2	$1.24M	Hold	9,272	–	–	0.07%	103
2025 Q1	$1.2M	Hold	9,272	–	–	0.07%	95
2024 Q4	$1.18M	Sell	9,272 -188	-2%	-$24.5K	0.07%	92
2024 Q3	$1.21M	Sell	9,460 -817	-8%	-$101K	0.08%	100
2024 Q2	$1.22M	Buy	10,277 +1,647	+19%	+$195K	0.08%	88
2024 Q1	$1.04M	Sell	8,630 -358	-4%	-$41K	0.07%	98
2023 Q4	$1M	Sell	8,988 -760	-8%	-$79.9K	0.07%	93
2023 Q3	$1.01M	Buy	9,748 +134	+1%	+$14.4K	0.08%	88
2023 Q2	$1.02M	Hold	9,614	–	–	0.08%	86
2023 Q1	$1.01M	Buy	9,614 +760	+9%	+$81.7K	0.09%	80
2022 Q4	$958K	Buy	8,854 +260	+3%	+$27.7K	0.08%	81
2022 Q3	$815K	Hold	8,594	–	–	0.08%	83
2022 Q2	$874K	Buy	8,594 +56	+0.7%	+$6.07K	0.09%	80
2022 Q1	$958K	Buy	8,538 +191	+2%	+$21.3K	0.08%	76
2021 Q4	$936K	Hold	8,347	–	–	0.08%	74
2021 Q3	$863K	Hold	8,347	–	–	0.08%	75
2021 Q2	$875K	Hold	8,347	–	–	0.08%	72
2021 Q1	$844K	Sell	8,347 -1	-0%	-$96	0.09%	72
2020 Q4	$764K	Buy	8,348 +1	+0%	+$87	0.09%	72
2020 Q3	$676K	Hold	8,347	–	–	0.09%	67
2020 Q2	$658K	Hold	8,347	–	–	0.1%	65
2020 Q1	$591K	Buy	8,347 +3,619	+77%	+$311K	0.12%	66
2019 Q4	$443K	Hold	4,728	–	–	0.07%	84
2019 Q3	$420K	Hold	4,728	–	–	0.08%	76
2019 Q2	$413K	Buy	4,728 +8	+0.2%	+$692	0.08%	79
2019 Q1	$404K	Hold	4,720	–	–	0.08%	77
2018 Q4	$368K	Buy	4,720 +811	+21%	+$67.6K	0.08%	72
2018 Q3	$340K	Hold	3,909	–	–	0.07%	82
2018 Q2	$325K	Sell	3,909 -567	-13%	-$47.5K	0.07%	82
2018 Q1	$369K	Hold	4,476	–	–	0.08%	73
2017 Q4	$383K	Hold	4,476	–	–	0.08%	83
2017 Q3	$363K	Hold	4,476	–	–	0.09%	68
2017 Q2	$350K	Sell	4,476 -1,143	-20%	-$89K	0.09%	68
2017 Q1	$436K	Hold	5,619	–	–	0.12%	63
2016 Q4	$426K	Sell	5,619 -148	-3%	-$10.9K	0.13%	58
2016 Q3	$416K	Sell	5,767 -89	-2%	-$6.46K	0.13%	63
2016 Q2	$418K	Sell	5,856 -243	-4%	-$17K	0.14%	61
2016 Q1	$421K	Buy	6,099 +343	+6%	+$22.5K	0.15%	63
2015 Q4	$384K	Sell	5,756 -2,164	-27%	-$145K	0.14%	73
2015 Q3	$496K	Hold	7,920	–	–	0.19%	63
2015 Q2	$533K	Buy	7,920 +639	+9%	+$44.3K	0.21%	52
2015 Q1	$497K	Hold	7,281	–	–	0.2%	53
2014 Q4	$500K	Buy	+7,281	New	+$494K	0.21%	53

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

Klingman & Associates's VYM Position: Q1 2026 in Review

Klingman & Associates held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 9,264 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #106.

Klingman & Associates first reported a position in VYM in Q4 2014 and has held it in 46 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Klingman & Associates held 9,264 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q1 2026.
Klingman & Associates left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #106 holding.
Klingman & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 46 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.