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Nalls Sherbakoff Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$54.5K Hold
380
– – 0.04% 190
2025
Q3 		$53.6K Hold
380
– – 0.04% 203
2025
Q2 		$50.7K Hold
380
– – 0.04% 198
2025
Q1 		$49K Buy
+380
New +$49.7K 0.04% 189
2018
Q4 		$277K Buy
+3,550
New +$296K 0.44% 42

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

Nalls Sherbakoff Group's VYM Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2025 at 380 shares worth $54.5K. The position accounts for 0.04% of the portfolio, ranked #190.

Nalls Sherbakoff Group first reported a position in VYM in Q4 2018 and has held it in 5 quarters since. The position peaked at $277K in Q4 2018. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Nalls Sherbakoff Group held 380 shares of Vanguard High Dividend Yield ETF worth $54.5K as of Q4 2025.
  • Nalls Sherbakoff Group left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2025.
  • Vanguard High Dividend Yield ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #190 holding.
  • Nalls Sherbakoff Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 5 quarters since.
  • Nalls Sherbakoff Group's Vanguard High Dividend Yield ETF position peaked at $277K in Q4 2018.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.