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

Oxford 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 Q2	$2.03M	Sell	12,875 -3,000	-19%	-$469K	0.1%	62
2026 Q1	$2.35M	Hold	15,875	–	–	0.13%	53
2025 Q4	$2.28M	Hold	15,875	–	–	0.13%	57
2025 Q3	$2.24M	Hold	15,875	–	–	0.13%	59
2025 Q2	$2.12M	Hold	15,875	–	–	0.13%	54
2025 Q1	$2.05M	Hold	15,875	–	–	0.14%	51
2024 Q4	$2.03M	Hold	15,875	–	–	0.13%	56
2024 Q3	$2.04M	Hold	15,875	–	–	0.13%	55
2024 Q2	$1.88M	Hold	15,875	–	–	0.12%	64
2024 Q1	$1.92M	Hold	15,875	–	–	0.13%	53
2023 Q4	$1.77M	Hold	15,875	–	–	0.13%	56
2023 Q3	$1.64M	Hold	15,875	–	–	0.14%	52
2023 Q2	$1.68M	Buy	15,875 +3,000	+23%	+$315K	0.16%	53
2023 Q1	$1.36M	Hold	12,875	–	–	0.15%	55
2022 Q4	$1.39M	Hold	12,875	–	–	0.16%	55
2022 Q3	$1.22M	Hold	12,875	–	–	0.18%	56
2022 Q2	$1.31M	Hold	12,875	–	–	0.19%	53
2022 Q1	$1.45M	Hold	12,875	–	–	0.18%	55
2021 Q4	$1.44M	Hold	12,875	–	–	0.16%	58
2021 Q3	$1.33M	Hold	12,875	–	–	0.17%	53
2021 Q2	$1.35M	Hold	12,875	–	–	0.18%	53
2021 Q1	$1.3M	Hold	12,875	–	–	0.18%	49
2020 Q4	$1.18M	Hold	12,875	–	–	0.17%	52
2020 Q3	$1.04M	Sell	12,875 -4,255	-25%	-$349K	0.17%	52
2020 Q2	$1.35M	Sell	17,130 -5,482	-24%	-$426K	0.23%	42
2020 Q1	$1.6M	Buy	+22,612	New	+$1.94M	0.32%	35

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

Oxford Financial Group's VYM Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q2 2026, selling an estimated $469K and leaving 12,875 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #62.

Oxford Financial Group first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.35M in Q1 2026. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Oxford Financial Group held 12,875 shares of Vanguard High Dividend Yield ETF worth $2.03M as of Q2 2026.
Oxford Financial Group sold 3,000 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $469K.
Vanguard High Dividend Yield ETF made up 0.1% of Oxford Financial Group's portfolio in Q2 2026, its #62 holding.
Oxford Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
Oxford Financial Group's Vanguard High Dividend Yield ETF position peaked at $2.35M in Q1 2026.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.