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

Penney Financial’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	$9.53M	Sell	60,279 -381	-0.6%	-$59.5K	3.33%	8
2026 Q1	$8.98M	Sell	60,660 -148	-0.2%	-$22.3K	3.45%	8
2025 Q4	$8.73M	Buy	60,808 +3,875	+7%	+$551K	3.37%	7
2025 Q3	$8.02M	Buy	56,933 +142	+0.3%	+$19.5K	3.59%	8
2025 Q2	$7.57M	Sell	56,791 -26,331	-32%	-$3.34M	3.85%	8
2025 Q1	$10.7M	Buy	83,122 +4,192	+5%	+$549K	7.04%	4
2024 Q4	$10.1M	Buy	78,930 +1,443	+2%	+$188K	6.75%	4
2024 Q3	$9.93M	Sell	77,487 -258	-0.3%	-$31.9K	6.78%	4
2024 Q2	$9.22M	Sell	77,745 -1,877	-2%	-$223K	6.74%	4
2024 Q1	$9.63M	Buy	79,622 +1,719	+2%	+$197K	7.11%	4
2023 Q4	$8.7M	Buy	+77,903	New	+$8.19M	7.19%	4

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

Penney Financial's VYM Position: Q2 2026 in Review

Penney Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.63% in Q2 2026, selling an estimated $59.5K and leaving 60,279 shares worth $9.53M. The position accounts for 3.33% of the portfolio, ranked #8.

Penney Financial first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q1 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Penney Financial held 60,279 shares of Vanguard High Dividend Yield ETF worth $9.53M as of Q2 2026.
Penney Financial sold 381 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $59.5K.
Vanguard High Dividend Yield ETF made up 3.33% of Penney Financial's portfolio in Q2 2026, its #8 holding.
Penney Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Penney Financial's Vanguard High Dividend Yield ETF position peaked at $10.7M in Q1 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.