KRM Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

KRM Wealth Management’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	$691K	Sell	4,370 -13	-0.3%	-$2.03K	0.3%	25
2026 Q1	$649K	Sell	4,383 -327	-7%	-$49.2K	0.34%	26
2025 Q4	$676K	Buy	+4,710	New	+$670K	0.37%	25

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

KRM Wealth Management's VYM Position: Q2 2026 in Review

KRM Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.3% in Q2 2026, selling an estimated $2.03K and leaving 4,370 shares worth $691K. The position accounts for 0.3% of the portfolio, ranked #25.

KRM Wealth Management first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

KRM Wealth Management held 4,370 shares of Vanguard High Dividend Yield ETF worth $691K as of Q2 2026.
KRM Wealth Management sold 13 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.03K.
Vanguard High Dividend Yield ETF made up 0.3% of KRM Wealth Management's portfolio in Q2 2026, its #25 holding.
KRM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.