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

Prospect Financial Services’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	$4.08M	Buy	25,846 +7,886	+44%	+$1.23M	2.07%	14
2026 Q1	$2.66M	Buy	17,960 +4,118	+30%	+$619K	1.62%	20
2025 Q4	$1.99M	Buy	13,842 +1,803	+15%	+$256K	1.14%	25
2025 Q3	$1.7M	Buy	12,039 +3,721	+45%	+$511K	0.98%	28
2025 Q2	$1.11M	Buy	8,318 +2,576	+45%	+$326K	0.69%	33
2025 Q1	$740K	Buy	+5,742	New	+$752K	0.41%	46

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

Prospect Financial Services's VYM Position: Q2 2026 in Review

Prospect Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 44% in Q2 2026, buying an estimated $1.23M and bringing the position to 25,846 shares worth $4.08M. The position accounts for 2.07% of the portfolio, ranked #14.

Prospect Financial Services first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Prospect Financial Services held 25,846 shares of Vanguard High Dividend Yield ETF worth $4.08M as of Q2 2026.
Prospect Financial Services bought 7,886 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.23M.
Vanguard High Dividend Yield ETF made up 2.07% of Prospect Financial Services's portfolio in Q2 2026, its #14 holding.
Prospect Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.