Koss-Olinger Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-1,794	Closed	-$266K	–	258
2026 Q1	$266K	Buy	1,794 +7	+0.4%	+$1.05K	0.02%	226
2025 Q4	$256K	Buy	1,787 +16	+0.9%	+$2.28K	0.02%	247
2025 Q3	$236K	Hold	1,771	–	–	0.02%	283
2025 Q2	$236K	Sell	1,771 -2	-0.1%	-$253	0.02%	287
2025 Q1	$229K	Buy	+1,773	New	+$232K	0.02%	285

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 22.9% 1-Year Est. Return

Koss-Olinger Consulting's VYM Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,794 shares — an estimated $266K sold.

Koss-Olinger Consulting first reported a position in VYM in Q1 2025 and held it in 5 quarters. The position peaked at $266K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Koss-Olinger Consulting reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 1,794 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $266K.
Koss-Olinger Consulting first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and held it in 5 quarters.
Koss-Olinger Consulting's Vanguard High Dividend Yield ETF position peaked at $266K in Q1 2026.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.