Ogorek Anthony Joseph’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ogorek Anthony Joseph’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	$270K	Buy	1,709 +412	+32%	+$64.4K	0.07%	70
2026 Q1	$192K	Buy	1,297 +1,113	+605%	+$167K	0.05%	75
2025 Q4	$26K	Hold	184	–	–	0.01%	242
2025 Q3	$25K	Buy	184 +1	+0.5%	+$137	0.01%	251
2025 Q2	$24K	Hold	183	–	–	0.01%	257
2025 Q1	$23K	Buy	183 +1	+0.5%	+$131	0.01%	250
2024 Q4	$23K	Buy	182 +88	+94%	+$11.5K	0.01%	169
2024 Q3	$12K	Hold	94	–	–	﹤0.01%	202
2024 Q2	$11K	Buy	94 +1	+1%	+$119	﹤0.01%	204
2024 Q1	$11K	Buy	93 +1	+1%	+$115	﹤0.01%	204
2023 Q4	$10K	Buy	92 +1	+1%	+$105	﹤0.01%	214
2023 Q3	$9K	Hold	91	–	–	﹤0.01%	211
2023 Q2	$9K	Buy	91 +1	+1%	+$105	﹤0.01%	199
2023 Q1	$9K	Buy	90 +46	+105%	+$4.95K	﹤0.01%	195
2022 Q4	$4K	Hold	44	–	–	﹤0.01%	194
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	188
2022 Q2	$4K	Buy	+44	New	+$4.77K	﹤0.01%	191

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

Ogorek Anthony Joseph's VYM Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Vanguard High Dividend Yield ETF (VYM) stake by 32% in Q2 2026, buying an estimated $64.4K and bringing the position to 1,709 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #70.

Ogorek Anthony Joseph first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Ogorek Anthony Joseph held 1,709 shares of Vanguard High Dividend Yield ETF worth $270K as of Q2 2026.
Ogorek Anthony Joseph bought 412 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $64.4K.
Vanguard High Dividend Yield ETF made up 0.07% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #70 holding.
Ogorek Anthony Joseph first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.