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

Resurgent Financial Advisors’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 		$405K Buy
2,738
+1
+0% +$150 0.15% 170
2025
Q4 		$393K Sell
2,737
-158
-5% -$22.5K 0.2% 144
2025
Q3 		$408K Sell
2,895
-37
-1% -$5.08K 0.2% 141
2025
Q2 		$391K Hold
2,932
– – 0.21% 127
2025
Q1 		$378K Sell
2,932
-80
-3% -$10.5K 0.23% 123
2024
Q4 		$384K Sell
3,012
-175
-5% -$22.8K 0.23% 124
2024
Q3 		$409K Sell
3,187
-30
-0.9% -$3.7K 0.24% 125
2024
Q2 		$382K Sell
3,217
-2,710
-46% -$321K 0.24% 121
2024
Q1 		$717K Buy
5,927
+2,159
+57% +$247K 0.38% 77
2023
Q4 		$421K Sell
3,768
-92
-2% -$9.67K 0.26% 102
2023
Q3 		$399K Sell
3,860
-1,220
-24% -$131K 0.27% 92
2023
Q2 		$539K Sell
5,080
-557
-10% -$58.4K 0.36% 76
2023
Q1 		$595K Sell
5,637
-283
-5% -$30.4K 0.4% 64
2022
Q4 		$641K Buy
5,920
+249
+4% +$26.5K 0.34% 69
2022
Q3 		$538K Sell
5,671
-289
-5% -$30.1K 0.36% 84
2022
Q2 		$606K Sell
5,960
-255
-4% -$27.6K 0.39% 78
2022
Q1 		$698K Buy
6,215
+1,789
+40% +$200K 0.43% 66
2021
Q4 		$496K Buy
+4,426
New +$482K 0.4% 71

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resurgent Financial Advisors's VYM Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q1 2026, buying an estimated $150 and bringing the position to 2,738 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #170.

Resurgent Financial Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $717K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Resurgent Financial Advisors held 2,738 shares of Vanguard High Dividend Yield ETF worth $405K as of Q1 2026.
  • Resurgent Financial Advisors bought 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
  • Vanguard High Dividend Yield ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #170 holding.
  • Resurgent Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $717K in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.