Krilogy Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Krilogy Financial’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	$886K	Buy	5,610 +734	+15%	+$115K	0.03%	438
2026 Q1	$750K	Sell	4,876 -247	-5%	-$37.1K	0.02%	451
2025 Q4	$760K	Sell	5,123 -112	-2%	-$15.9K	0.03%	420
2025 Q3	$732K	Buy	+5,235	New	+$719K	0.03%	410
2023 Q1	–	Sell	-2,425	Closed	-$262K	–	424
2022 Q4	$262K	Buy	2,425 +146	+6%	+$15.5K	0.03%	337
2022 Q3	$216K	Buy	2,279 +23	+1%	+$2.39K	0.03%	290
2022 Q2	$229K	Sell	2,256 -84	-4%	-$9.1K	0.03%	285
2022 Q1	$263K	Buy	+2,340	New	+$261K	0.03%	268
2018 Q4	–	Sell	-529	Closed	-$46K	–	673
2018 Q3	$46K	Buy	+529	New	+$45.8K	0.01%	327
2018 Q2	–	Sell	-525	Closed	-$43K	–	626
2018 Q1	$43K	Buy	525 +4	+0.8%	+$344	0.01%	346
2017 Q4	$45K	Buy	521 +4	+0.8%	+$334	0.01%	339
2017 Q3	$42K	Buy	517 +4	+0.8%	+$317	0.01%	369
2017 Q2	$40K	Buy	513 +7	+1%	+$545	0.01%	340
2017 Q1	$38K	Hold	506	–	–	0.01%	328
2016 Q4	$38K	Buy	506 +5	+1%	+$367	0.01%	328
2016 Q3	$36K	Buy	501 +3	+0.6%	+$218	0.01%	352
2016 Q2	$36K	Buy	498 +4	+0.8%	+$280	0.01%	356
2016 Q1	$34K	Buy	+494	New	+$32.4K	0.01%	313
2015 Q4	–	Sell	-152	Closed	-$10K	–	609
2015 Q3	$10K	Buy	+152	New	+$10K	﹤0.01%	392

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 22.96% 1-Year Est. Return

Krilogy Financial's VYM Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, buying an estimated $115K and bringing the position to 5,610 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #438.

Krilogy Financial first reported a position in VYM in Q3 2015 and has held it in 19 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Krilogy Financial held 5,610 shares of Vanguard High Dividend Yield ETF worth $886K as of Q2 2026.
Krilogy Financial bought 734 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $115K.
Vanguard High Dividend Yield ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #438 holding.
Krilogy Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 19 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.