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

Richardson 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	$226K	Hold	1,527	–	–	0.14%	142
2025 Q4	$1.97M	Hold	1,527	–	–	0.64%	18
2025 Q3	$215K	Hold	1,527	–	–	0.13%	143
2025 Q2	$204K	Buy	+1,527	New	+$193K	0.14%	148
2025 Q1	–	Sell	-1,537	Closed	-$196K	–	639
2024 Q4	$196K	Sell	1,537 -1,537	-50%	-$200K	0.14%	137
2024 Q3	$379K	Buy	3,074 +1,537	+100%	+$190K	0.24%	106
2024 Q2	$182K	Sell	1,537 -212	-12%	-$25.1K	0.13%	144
2024 Q1	$188K	Buy	+1,749	New	+$200K	0.13%	148

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

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

Richardson Financial Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,527 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #142.

Richardson Financial Services first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Richardson Financial Services held 1,527 shares of Vanguard High Dividend Yield ETF worth $226K as of Q1 2026.
Richardson Financial Services left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.14% of Richardson Financial Services's portfolio in Q1 2026, its #142 holding.
Richardson Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
Richardson Financial Services's Vanguard High Dividend Yield ETF position peaked at $1.97M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.