Koshinski Asset Management
VYM icon

Koshinski Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Koshinski Asset 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 		$3.14M Buy
21,176
+1,607
+8% +$242K 0.2% 110
2025
Q4 		$2.81M Sell
19,569
-78
-0.4% -$11.1K 0.18% 121
2025
Q3 		$2.77M Buy
19,647
+583
+3% +$80.1K 0.19% 120
2025
Q2 		$2.54M Buy
19,064
+1,934
+11% +$245K 0.19% 112
2025
Q1 		$2.21M Sell
17,130
-566
-3% -$74.1K 0.19% 114
2024
Q4 		$2.26B Sell
17,696
-292
-2% -$38.1K 0.19% 107
2024
Q3 		$2.31M Sell
17,988
-162
-0.9% -$20K 0.2% 104
2024
Q2 		$2.16M Buy
18,150
+2,023
+13% +$240K 0.2% 108
2024
Q1 		$1.95M Sell
16,127
-150
-0.9% -$17.2K 0.2% 115
2023
Q4 		$1.82M Buy
16,277
+1,572
+11% +$165K 0.28% 98
2023
Q3 		$1.52M Buy
14,705
+941
+7% +$101K 0.17% 125
2023
Q2 		$1.46M Sell
13,764
-5,658
-29% -$593K 0.16% 138
2023
Q1 		$2.05M Buy
19,422
+2,818
+17% +$303K 0.2% 114
2022
Q4 		$1.8M Buy
16,604
+3,782
+29% +$402K 0.17% 136
2022
Q3 		$1.22M Buy
12,822
+521
+4% +$54.2K 0.15% 166
2022
Q2 		$1.25M Buy
12,301
+1,052
+9% +$114K 0.12% 187
2022
Q1 		$1.26M Buy
11,249
+128
+1% +$14.3K 0.1% 209
2021
Q4 		$1.25M Sell
11,121
-43
-0.4% -$4.68K 0.1% 217
2021
Q3 		$1.15M Buy
11,164
+2,995
+37% +$317K 0.1% 215
2021
Q2 		$856K Sell
8,169
-1,329
-14% -$140K 0.11% 211
2021
Q1 		$960K Buy
9,498
+1,469
+18% +$142K 0.1% 235
2020
Q4 		$735K Buy
8,029
+1,190
+17% +$103K 0.09% 246
2020
Q3 		$580 Sell
6,839
-1,460
-18% -$120K 0.08% 260
2020
Q2 		$654K Buy
8,299
+16
+0.2% +$1.24K 0.11% 232
2020
Q1 		$586K Sell
8,283
-103
-1% -$8.85K 0.12% 214
2019
Q4 		$783K Buy
+8,386
New +$760K 0.13% 224
2019
Q1 		– Sell
-3,580
Closed -$279K – 465
2018
Q4 		$279K Buy
+3,580
New +$299K 0.07% 318

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management's VYM Position: Q1 2026 in Review

Koshinski Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.2% in Q1 2026, buying an estimated $242K and bringing the position to 21,176 shares worth $3.14M. The position accounts for 0.2% of the portfolio, ranked #110.

Koshinski Asset Management first reported a position in VYM in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.26B in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Koshinski Asset Management held 21,176 shares of Vanguard High Dividend Yield ETF worth $3.14M as of Q1 2026.
  • Koshinski Asset Management bought 1,607 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $242K.
  • Vanguard High Dividend Yield ETF made up 0.2% of Koshinski Asset Management's portfolio in Q1 2026, its #110 holding.
  • Koshinski Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 27 quarters since.
  • Koshinski Asset Management's Vanguard High Dividend Yield ETF position peaked at $2.26B in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.