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Kohmann Bosshard Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kohmann Bosshard Financial Services’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 		$3.4M Hold
21,513
– – 0.29% 36
2026
Q1 		$3.19M Hold
21,513
– – 0.31% 35
2025
Q4 		$3.09M Sell
21,513
-208
-1% -$29.6K 0.28% 40
2025
Q3 		$3.06M Sell
21,721
-6,119
-22% -$841K 0.31% 38
2025
Q2 		$3.71M Sell
27,840
-5
-0% -$633 0.41% 32
2025
Q1 		$3.59M Sell
27,845
-1,445
-5% -$189K 0.42% 29
2024
Q4 		$3.74M Sell
29,290
-3,903
-12% -$509K 0.45% 31
2024
Q3 		$4.26M Hold
33,193
– – 0.53% 30
2024
Q2 		$3.94M Sell
33,193
-5,638
-15% -$669K 0.53% 31
2024
Q1 		$4.7M Hold
38,831
– – 0.65% 33
2023
Q4 		$4.33M Sell
38,831
-5,401
-12% -$568K 0.66% 33
2023
Q3 		$4.57M Sell
44,232
-16
-0% -$1.72K 0.79% 32
2023
Q2 		$4.69M Hold
44,248
– – 0.81% 31
2023
Q1 		$4.67M Sell
44,248
-46
-0.1% -$4.95K 0.88% 30
2022
Q4 		$4.79M Buy
44,294
+3,560
+9% +$379K 0.96% 31
2022
Q3 		$3.87M Buy
+40,734
New +$4.24M 0.86% 30

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services's VYM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 21,513 shares worth $3.4M. The position accounts for 0.29% of the portfolio, ranked #36.

Kohmann Bosshard Financial Services first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.79M in Q4 2022. 556 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kohmann Bosshard Financial Services held 21,513 shares of Vanguard High Dividend Yield ETF worth $3.4M as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.29% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #36 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • Kohmann Bosshard Financial Services's Vanguard High Dividend Yield ETF position peaked at $4.79M in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.