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

Robinswood Financial’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	$162K	Sell	1,022 -21	-2%	-$3.28K	0.05%	86
2026 Q1	$154K	Buy	1,043 +149	+17%	+$22.4K	0.05%	84
2025 Q4	$128K	Hold	894	–	–	0.04%	90
2025 Q3	$126K	Buy	894 +1	+0.1%	+$137	0.04%	89
2025 Q2	$119K	Sell	893 -23	-3%	-$2.91K	0.04%	94
2025 Q1	$118K	Hold	916	–	–	0.04%	88
2024 Q4	$117K	Sell	916 -611	-40%	-$79.7K	0.04%	85
2024 Q3	$196K	Sell	1,527 -57	-4%	-$7.04K	0.07%	64
2024 Q2	$188K	Buy	1,584 +210	+15%	+$24.9K	0.08%	64
2024 Q1	$166K	Buy	1,374 +574	+72%	+$65.8K	0.07%	59
2023 Q4	$89.3K	Hold	800	–	–	0.04%	71
2023 Q3	$82.7K	Hold	800	–	–	0.04%	69
2023 Q2	$84.9K	Buy	+800	New	+$83.9K	0.04%	68

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Robinswood Financial's VYM Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $3.28K and leaving 1,022 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #86.

Robinswood Financial first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $196K in Q3 2024. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Robinswood Financial held 1,022 shares of Vanguard High Dividend Yield ETF worth $162K as of Q2 2026.
Robinswood Financial sold 21 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.28K.
Vanguard High Dividend Yield ETF made up 0.05% of Robinswood Financial's portfolio in Q2 2026, its #86 holding.
Robinswood Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard High Dividend Yield ETF position peaked at $196K in Q3 2024.
520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.