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Marshall Financial Group (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$592K Sell
4,203
-66
-2% -$9.07K 0.16% 38
2025
Q2 		$569K Buy
4,269
+28
+0.7% +$3.55K 0.17% 39
2025
Q1 		$547K Sell
4,241
-111
-3% -$14.5K 0.17% 37
2024
Q4 		$555K Buy
4,352
+32
+0.7% +$4.17K 0.17% 41
2024
Q3 		$554K Sell
4,320
-79
-2% -$9.75K 0.17% 41
2024
Q2 		$522K Sell
4,399
-302
-6% -$35.8K 0.17% 41
2024
Q1 		$569K Sell
4,701
-306
-6% -$35.1K 0.19% 38
2023
Q4 		$559K Sell
5,007
-264
-5% -$27.7K 0.2% 37
2023
Q3 		$545K Buy
5,271
+350
+7% +$37.6K 0.22% 33
2023
Q2 		$522K Sell
4,921
-248
-5% -$26K 0.2% 36
2023
Q1 		$545K Sell
5,169
-399
-7% -$42.9K 0.22% 36
2022
Q4 		$603K Buy
5,568
+44
+0.8% +$4.68K 0.26% 36
2022
Q3 		$524K Buy
5,524
+32
+0.6% +$3.33K 0.25% 37
2022
Q2 		$559K Buy
5,492
+32
+0.6% +$3.47K 0.25% 35
2022
Q1 		$613K Buy
5,460
+24
+0.4% +$2.68K 0.24% 35
2021
Q4 		$609K Buy
5,436
+33
+0.6% +$3.59K 0.24% 38
2021
Q3 		$558K Buy
5,403
+14
+0.3% +$1.48K 0.23% 38
2021
Q2 		$565K Buy
5,389
+13
+0.2% +$1.36K 0.24% 37
2021
Q1 		$543K Buy
5,376
+13
+0.2% +$1.25K 0.25% 36
2020
Q4 		$491K Buy
5,363
+17
+0.3% +$1.48K 0.24% 38
2020
Q3 		$433K Sell
5,346
-343
-6% -$28.1K 0.26% 35
2020
Q2 		$448K Buy
5,689
+24
+0.4% +$1.87K 0.3% 34
2020
Q1 		$401K Buy
5,665
+18
+0.3% +$1.55K 0.32% 33
2019
Q4 		$529K Buy
5,647
+18
+0.3% +$1.63K 0.36% 32
2019
Q3 		$499K Buy
5,629
+19
+0.3% +$1.66K 0.38% 29
2019
Q2 		$490K Buy
5,610
+15
+0.3% +$1.3K 0.37% 30
2019
Q1 		$479K Buy
5,595
+16
+0.3% +$1.34K 0.39% 30
2018
Q4 		$435K Buy
+5,579
New +$465K 0.41% 29

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s VYM Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q3 2025, selling an estimated $9.07K and leaving 4,203 shares worth $592K. The position accounts for 0.16% of the portfolio, ranked #38.

Marshall Financial Group (Pennsylvania) first reported a position in VYM in Q4 2018 and has held it in 28 quarters since. The position peaked at $613K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 4,203 shares of Vanguard High Dividend Yield ETF worth $592K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 66 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $9.07K.
  • Vanguard High Dividend Yield ETF made up 0.16% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #38 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Vanguard High Dividend Yield ETF position peaked at $613K in Q1 2022.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.