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

Phoenix 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
2025 Q2	–	Sell	-18,134	Closed	-$2.34M	–	452
2025 Q1	$2.34M	Hold	18,134	–	–	0.04%	170
2024 Q4	$2.31M	Sell	18,134 -14,140	-44%	-$1.84M	0.03%	179
2024 Q3	$4.14M	Sell	32,274 -9,400	-23%	-$1.16M	0.06%	147
2024 Q2	$4.94M	Hold	41,674	–	–	0.08%	140
2024 Q1	$5.04M	Hold	41,674	–	–	0.07%	137
2023 Q4	$4.65M	Hold	41,674	–	–	0.08%	120
2023 Q3	$4.31M	Hold	41,674	–	–	0.08%	116
2023 Q2	$4.42M	Sell	41,674 -22,226	-35%	-$2.33M	0.09%	100
2023 Q1	$6.74M	Sell	63,900 -23,774	-27%	-$2.56M	0.15%	71
2022 Q4	$9.49M	Hold	87,674	–	–	0.18%	66
2022 Q3	$8.34M	Buy	87,674 +28,190	+47%	+$2.93M	0.18%	75
2022 Q2	$6.05M	Buy	+59,484	New	+$6.45M	0.12%	103

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial's VYM Position: Q2 2025 in Review

Phoenix Financial sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 18,134 shares — an estimated $2.34M sold.

Phoenix Financial first reported a position in VYM in Q2 2022 and held it in 12 quarters. The position peaked at $9.49M in Q4 2022. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Phoenix Financial reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
Phoenix Financial sold 18,134 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $2.34M.
Phoenix Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 12 quarters.
Phoenix Financial's Vanguard High Dividend Yield ETF position peaked at $9.49M in Q4 2022.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.