Kovitz Investment Group Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kovitz Investment Group Partners’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	-204,576	Closed	-$28.8M	–	1324
2025 Q3	$28.8M	Buy	204,576 +11,911	+6%	+$1.64M	0.11%	168
2025 Q2	$25.7M	Buy	192,665 +8,985	+5%	+$1.14M	0.11%	168
2025 Q1	$23.7M	Sell	183,680 -18,872	-9%	-$2.47M	0.12%	151
2024 Q4	$25.9M	Buy	202,552 +28,018	+16%	+$3.65M	0.13%	147
2024 Q3	$22.1M	Buy	174,534 +171,029	+4,880%	+$21.1M	0.16%	120
2024 Q2	$416K	Sell	3,505 -470	-12%	-$55.7K	﹤0.01%	679
2024 Q1	$481K	Buy	+3,975	New	+$455K	0.01%	511

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

Kovitz Investment Group Partners's VYM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 204,576 shares — an estimated $28.8M sold.

Kovitz Investment Group Partners first reported a position in VYM in Q1 2024 and held it in 7 quarters. The position peaked at $28.8M in Q3 2025. 2,000 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 204,576 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $28.8M.
Kovitz Investment Group Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Vanguard High Dividend Yield ETF position peaked at $28.8M in Q3 2025.
2,000 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.