Richwood Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Richwood Investment 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	$755K	Hold	5,097	–	–	0.58%	42
2025 Q4	$793K	Sell	5,097 -500	-9%	-$71.1K	0.57%	41
2025 Q3	$789K	Sell	5,597 -1	-0%	-$137	0.62%	35
2025 Q2	$746K	Hold	5,598	–	–	0.61%	37
2025 Q1	$722K	Sell	5,598 -50	-0.9%	-$6.54K	0.61%	41
2024 Q4	$721K	Sell	5,648 -9	-0.2%	-$1.17K	0.6%	38
2024 Q3	$725K	Sell	5,657 -291	-5%	-$35.9K	0.6%	40
2024 Q2	$705K	Sell	5,948 -992	-14%	-$118K	0.62%	40
2024 Q1	$840K	Sell	6,940 -138	-2%	-$15.8K	0.75%	29
2023 Q4	$790K	Sell	7,078 -340	-5%	-$35.7K	0.74%	31
2023 Q3	$766K	Sell	7,418 -53	-0.7%	-$5.69K	0.78%	31
2023 Q2	$792K	Buy	7,471 +36	+0.5%	+$3.78K	0.77%	32
2023 Q1	$784K	Hold	7,435	–	–	0.78%	33
2022 Q4	$805K	Hold	7,435	–	–	0.81%	30
2022 Q3	$705K	Hold	7,435	–	–	0.77%	31
2022 Q2	$756K	Sell	7,435 -100	-1%	-$10.8K	0.76%	34
2022 Q1	$846K	Hold	7,535	–	–	0.76%	32
2021 Q4	$845K	Buy	+7,535	New	+$820K	0.74%	33

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

Richwood Investment Advisors's VYM Position: Q1 2026 in Review

Richwood Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 5,097 shares worth $755K. The position accounts for 0.58% of the portfolio, ranked #42.

Richwood Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $846K in Q1 2022. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Richwood Investment Advisors held 5,097 shares of Vanguard High Dividend Yield ETF worth $755K as of Q1 2026.
Richwood Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.58% of Richwood Investment Advisors's portfolio in Q1 2026, its #42 holding.
Richwood Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $846K in Q1 2022.
2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.