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

KW 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
Q1 		– Sell
-1,640
Closed -$235K – 77
2025
Q4 		$235K Sell
1,640
-100
-6% -$14.2K 0.36% 70
2025
Q3 		$245K Buy
+1,740
New +$239K 0.42% 60

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

KW Wealth Management's VYM Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,640 shares — an estimated $235K sold.

KW Wealth Management first reported a position in VYM in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 1,640 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $235K.
  • KW Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard High Dividend Yield ETF position peaked at $245K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.