RiverFront Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RiverFront Investment Group’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	$252K	Hold	1,700	–	–	﹤0.01%	354
2025 Q4	$244K	Hold	1,700	–	–	﹤0.01%	320
2025 Q3	$240K	Hold	1,700	–	–	﹤0.01%	289
2025 Q2	$227K	Hold	1,700	–	–	﹤0.01%	288
2025 Q1	$219K	Hold	1,700	–	–	﹤0.01%	268
2024 Q4	$217K	Buy	+1,700	New	+$222K	﹤0.01%	230
2022 Q3	–	Sell	-4,874	Closed	-$496K	–	100
2022 Q2	$496K	Hold	4,874	–	–	0.02%	84
2022 Q1	$547K	Hold	4,874	–	–	0.02%	85
2021 Q4	$546K	Hold	4,874	–	–	0.02%	80
2021 Q3	$504K	Hold	4,874	–	–	0.02%	68
2021 Q2	$511K	Hold	4,874	–	–	0.01%	70
2021 Q1	$493K	Buy	+4,874	New	+$470K	0.01%	68

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

RiverFront Investment Group's VYM Position: Q1 2026 in Review

RiverFront Investment Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,700 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

RiverFront Investment Group first reported a position in VYM in Q1 2021 and has held it in 12 quarters since. The position peaked at $547K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

RiverFront Investment Group held 1,700 shares of Vanguard High Dividend Yield ETF worth $252K as of Q1 2026.
RiverFront Investment Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up ﹤0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #354 holding.
RiverFront Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 12 quarters since.
RiverFront Investment Group's Vanguard High Dividend Yield ETF position peaked at $547K in Q1 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.