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

Rossby 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
Q1 		$4.08M Buy
27,565
+5,871
+27% +$883K 0.83% 24
2025
Q4 		$3.11M Buy
21,694
+20,698
+2,078% +$2.94M 0.96% 19
2025
Q3 		$141K Buy
996
+15
+2% +$2.06K 0.05% 336
2025
Q2 		$131K Buy
981
+958
+4,165% +$121K 0.05% 323
2025
Q1 		$2.84K Buy
+23
New +$3.01K ﹤0.01% 875

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rossby Financial's VYM Position: Q1 2026 in Review

Rossby Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 27% in Q1 2026, buying an estimated $883K and bringing the position to 27,565 shares worth $4.08M. The position accounts for 0.83% of the portfolio, ranked #24.

Rossby Financial first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Rossby Financial held 27,565 shares of Vanguard High Dividend Yield ETF worth $4.08M as of Q1 2026.
  • Rossby Financial bought 5,871 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $883K.
  • Vanguard High Dividend Yield ETF made up 0.83% of Rossby Financial's portfolio in Q1 2026, its #24 holding.
  • Rossby Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.