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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Oxford Financial Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 15,875 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #53.

Oxford Financial Group first reported a position in VYM in Q1 2020 and has held it in 25 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Oxford Financial Group held 15,875 shares of Vanguard High Dividend Yield ETF worth $2.35M as of Q1 2026.
Oxford Financial Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.13% of Oxford Financial Group's portfolio in Q1 2026, its #53 holding.
Oxford Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 25 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.