Raffa Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Raffa Wealth Management’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	$464K	Buy	2,936 +2	+0.1%	+$313	0.06%	62
2026 Q1	$435K	Buy	2,934 +1	+0%	+$150	0.07%	63
2025 Q4	$421K	Buy	2,933 +2	+0.1%	+$284	0.06%	67
2025 Q3	$413K	Sell	2,931 -14	-0.5%	-$1.92K	0.07%	65
2025 Q2	$393K	Buy	2,945 +2	+0.1%	+$253	0.08%	63
2025 Q1	$380K	Sell	2,943 -3	-0.1%	-$393	0.09%	58
2024 Q4	$376K	Buy	2,946 +1	+0%	+$130	0.09%	58
2024 Q3	$377K	Buy	2,945 +2	+0.1%	+$247	0.09%	57
2024 Q2	$349K	Buy	2,943 +2	+0.1%	+$237	0.1%	63
2024 Q1	$356K	Sell	2,941 -7,570	-72%	-$867K	0.11%	60
2023 Q4	$1.17M	Buy	10,511 +101	+1%	+$10.6K	0.36%	36
2023 Q3	$1.08M	Buy	10,410 +75	+0.7%	+$8.05K	0.37%	31
2023 Q2	$1.1M	Buy	10,335 +10,092	+4,153%	+$1.06M	0.37%	31
2023 Q1	$25.6K	Hold	243	–	–	0.01%	194
2022 Q4	$26.3K	Hold	243	–	–	0.01%	184
2022 Q3	$23.1K	Hold	243	–	–	0.01%	190
2022 Q2	$24.7K	Hold	243	–	–	0.01%	185
2022 Q1	$27.3K	Hold	243	–	–	0.01%	181
2021 Q4	$27.2K	Buy	+243	New	+$26.4K	0.01%	191

Other funds holding VYM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raffa Wealth Management's VYM Position: Q2 2026 in Review

Raffa Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q2 2026, buying an estimated $313 and bringing the position to 2,936 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #62.

Raffa Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2023. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Raffa Wealth Management held 2,936 shares of Vanguard High Dividend Yield ETF worth $464K as of Q2 2026.
Raffa Wealth Management bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
Vanguard High Dividend Yield ETF made up 0.06% of Raffa Wealth Management's portfolio in Q2 2026, its #62 holding.
Raffa Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Raffa Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.17M in Q4 2023.
1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.