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Nadler Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Nadler Financial Group’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 		$250K Hold
1,691
– – 0.02% 119
2025
Q4 		$243K Hold
1,691
– – 0.02% 120
2025
Q3 		$238K Hold
1,691
– – 0.02% 122
2025
Q2 		$225K Sell
1,691
-1,221
-42% -$155K 0.02% 121
2025
Q1 		$376K Hold
2,912
– – 0.04% 85
2024
Q4 		$372K Buy
2,912
+1,141
+64% +$149K 0.04% 86
2024
Q3 		$227K Hold
1,771
– – 0.03% 111
2024
Q2 		$210K Buy
1,771
+80
+5% +$9.49K 0.02% 106
2024
Q1 		$205K Buy
+1,691
New +$194K 0.03% 108
2023
Q3 		– Sell
-2,551
Closed -$271K – 117
2023
Q2 		$271K Sell
2,551
-437
-15% -$45.8K 0.04% 87
2023
Q1 		$315K Buy
+2,988
New +$321K 0.05% 83
2022
Q1 		– Sell
-2,148
Closed -$241K – 140
2021
Q4 		$241K Buy
2,148
+42
+2% +$4.57K 0.04% 111
2021
Q3 		$218K Hold
2,106
– – 0.04% 117
2021
Q2 		$221K Hold
2,106
– – 0.04% 121
2021
Q1 		$213K Buy
+2,106
New +$203K 0.04% 120
2018
Q4 		– Sell
-2,324
Closed -$202K – 89
2018
Q3 		$202K Buy
+2,324
New +$201K 0.05% 84
2015
Q2 		– Sell
-3,646
Closed -$249K – 89
2015
Q1 		$249K Buy
3,646
+227
+7% +$15.6K 0.12% 71
2014
Q4 		$235K Buy
3,419
+1
+0% +$68 0.12% 75
2014
Q3 		$227K Buy
3,418
+2
+0.1% +$133 0.14% 69
2014
Q2 		$227K Sell
3,416
-1,784
-34% -$115K 0.14% 61
2014
Q1 		$328K Sell
5,200
-665
-11% -$40.8K 0.22% 47
2013
Q4 		$366K Sell
5,865
-15,005
-72% -$907K 0.24% 47
2013
Q3 		$1.2M Buy
20,870
+4,220
+25% +$245K 0.87% 16
2013
Q2 		$939K Buy
+16,650
New +$942K 0.66% 25

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

Nadler Financial Group's VYM Position: Q1 2026 in Review

Nadler Financial Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,691 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #119.

Nadler Financial Group first reported a position in VYM in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.2M in Q3 2013. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Nadler Financial Group held 1,691 shares of Vanguard High Dividend Yield ETF worth $250K as of Q1 2026.
  • Nadler Financial Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Nadler Financial Group's portfolio in Q1 2026, its #119 holding.
  • Nadler Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 24 quarters since.
  • Nadler Financial Group's Vanguard High Dividend Yield ETF position peaked at $1.2M in Q3 2013.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.