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Romano Brothers & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Romano Brothers & Co’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 		$12.5M Sell
78,855
-1,133
-1% -$177K 1.25% 14
2026
Q1 		$11.8M Buy
79,988
+1,020
+1% +$153K 1.35% 12
2025
Q4 		$11.3M Buy
78,968
+385
+0.5% +$54.8K 1.29% 13
2025
Q3 		$11.1M Sell
78,583
-1,050
-1% -$144K 1.27% 13
2025
Q2 		$10.6M Sell
79,633
-903
-1% -$114K 1.31% 13
2025
Q1 		$10.4M Buy
80,536
+1,247
+2% +$163K 1.34% 12
2024
Q4 		$10.1M Sell
79,289
-846
-1% -$110K 1.28% 12
2024
Q3 		$10.3M Sell
80,135
-1,125
-1% -$139K 1.28% 12
2024
Q2 		$9.64M Sell
81,260
-851
-1% -$101K 1.33% 13
2024
Q1 		$9.93M Sell
82,111
-3,160
-4% -$362K 1.36% 13
2023
Q4 		$9.52M Sell
85,271
-2,440
-3% -$256K 1.42% 11
2023
Q3 		$9.06M Sell
87,711
-34
-0% -$3.65K 1.41% 11
2023
Q2 		$9.31M Buy
87,745
+112
+0.1% +$11.7K 1.39% 12
2023
Q1 		$9.25M Buy
87,633
+1,024
+1% +$110K 1.43% 9
2022
Q4 		$9.37M Sell
86,609
-2,043
-2% -$217K 1.42% 11
2022
Q3 		$8.41M Buy
+88,652
New +$9.22M 1.36% 15

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Romano Brothers & Co's VYM Position: Q2 2026 in Review

Romano Brothers & Co reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, selling an estimated $177K and leaving 78,855 shares worth $12.5M. The position accounts for 1.25% of the portfolio, ranked #14.

Romano Brothers & Co first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Romano Brothers & Co held 78,855 shares of Vanguard High Dividend Yield ETF worth $12.5M as of Q2 2026.
  • Romano Brothers & Co sold 1,133 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $177K.
  • Vanguard High Dividend Yield ETF made up 1.25% of Romano Brothers & Co's portfolio in Q2 2026, its #14 holding.
  • Romano Brothers & Co first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.