Koesten Hirschmann & Crabtree’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-750	Closed	-$106K	–	238
2025 Q3	$106K	Hold	750	–	–	0.05%	59
2025 Q2	$100K	Hold	750	–	–	0.05%	58
2025 Q1	$96.7K	Hold	750	–	–	0.06%	57
2024 Q4	$95.7K	Hold	750	–	–	0.05%	58
2024 Q3	$96.2K	Buy	+750	New	+$92.6K	0.06%	57

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VYM Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 750 shares — an estimated $106K sold.

Koesten Hirschmann & Crabtree first reported a position in VYM in Q3 2024 and held it in 5 quarters. The position peaked at $106K in Q3 2025. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 750 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $106K.
Koesten Hirschmann & Crabtree first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and held it in 5 quarters.
Koesten Hirschmann & Crabtree's Vanguard High Dividend Yield ETF position peaked at $106K in Q3 2025.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.