Kraft Davis & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kraft Davis & Associates’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	$391K	Buy	2,442 +2	+0.1%	+$313	0.08%	104
2026 Q1	$383K	Sell	2,440 -244	-9%	-$36.7K	0.08%	101
2025 Q4	$396K	Buy	2,684 +2	+0.1%	+$284	0.09%	107
2025 Q3	$379K	Buy	2,682 +2	+0.1%	+$275	0.09%	105
2025 Q2	$365K	Buy	2,680 +439	+20%	+$55.6K	0.1%	100
2025 Q1	$271K	Buy	2,241 +2	+0.1%	+$262	0.09%	106
2024 Q4	$298K	Sell	2,239 -1,933	-46%	-$252K	0.09%	106
2024 Q3	$534K	Buy	4,172 +3	+0.1%	+$370	0.16%	72
2024 Q2	$515K	Sell	4,169 -401	-9%	-$47.6K	0.16%	72
2024 Q1	$547K	Buy	4,570 +2	+0%	+$229	0.16%	73
2023 Q4	$515K	Sell	4,568 -868	-16%	-$91.2K	0.15%	67
2023 Q3	$550K	Sell	5,436 -352	-6%	-$37.8K	0.21%	56
2023 Q2	$630K	Buy	+5,788	New	+$607K	0.22%	59
2022 Q4	$7.69M	Buy	+69,952	New	+$7.44M	3.05%	14

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Kraft Davis & Associates's VYM Position: Q2 2026 in Review

Kraft Davis & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q2 2026, buying an estimated $313 and bringing the position to 2,442 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #104.

Kraft Davis & Associates first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.69M in Q4 2022. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kraft Davis & Associates held 2,442 shares of Vanguard High Dividend Yield ETF worth $391K as of Q2 2026.
Kraft Davis & Associates bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
Vanguard High Dividend Yield ETF made up 0.08% of Kraft Davis & Associates's portfolio in Q2 2026, its #104 holding.
Kraft Davis & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Kraft Davis & Associates's Vanguard High Dividend Yield ETF position peaked at $7.69M in Q4 2022.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.