KF
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Krilogy Financial's VYM Position: Q1 2026 in Review

Krilogy Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.8% in Q1 2026, selling an estimated $37.1K and leaving 4,876 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #451.

Krilogy Financial first reported a position in VYM in Q3 2015 and has held it in 18 quarters since. The position peaked at $760K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Krilogy Financial held 4,876 shares of Vanguard High Dividend Yield ETF worth $750K as of Q1 2026.
  • Krilogy Financial sold 247 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $37.1K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #451 holding.
  • Krilogy Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 18 quarters since.
  • Krilogy Financial's Vanguard High Dividend Yield ETF position peaked at $760K in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.