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 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 $1.37T 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

Prospect Financial Services's VYM Position: Q1 2026 in Review

Prospect Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 30% in Q1 2026, buying an estimated $619K and bringing the position to 17,960 shares worth $2.66M. The position accounts for 1.62% of the portfolio, ranked #20.

Prospect Financial Services first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Prospect Financial Services held 17,960 shares of Vanguard High Dividend Yield ETF worth $2.66M as of Q1 2026.
Prospect Financial Services bought 4,118 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $619K.
Vanguard High Dividend Yield ETF made up 1.62% of Prospect Financial Services's portfolio in Q1 2026, its #20 holding.
Prospect Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.