Krilogy Financial
VYM icon

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
Q3 		$871K Sell
5,468
-142
-3% -$23K 0.02% 462
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Krilogy Financial's VYM Position: Q3 2026 in Review

Krilogy Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q3 2026, selling an estimated $23K and leaving 5,468 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #462.

Krilogy Financial first reported a position in VYM in Q3 2015 and has held it in 20 quarters since. The position peaked at $886K in Q2 2026. 798 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Krilogy Financial held 5,468 shares of Vanguard High Dividend Yield ETF worth $871K as of Q3 2026.
  • Krilogy Financial sold 142 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $23K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #462 holding.
  • Krilogy Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 20 quarters since.
  • Krilogy Financial's Vanguard High Dividend Yield ETF position peaked at $886K in Q2 2026.
  • 798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.