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 Q2	$2.57M	Sell	16,247 -11,318	-41%	-$1.77M	0.47%	40
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rossby Financial's VYM Position: Q2 2026 in Review

Rossby Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 41% in Q2 2026, selling an estimated $1.77M and leaving 16,247 shares worth $2.57M. The position accounts for 0.47% of the portfolio, ranked #40.

Rossby Financial first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Rossby Financial held 16,247 shares of Vanguard High Dividend Yield ETF worth $2.57M as of Q2 2026.
Rossby Financial sold 11,318 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.77M.
Vanguard High Dividend Yield ETF made up 0.47% of Rossby Financial's portfolio in Q2 2026, its #40 holding.
Rossby Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's Vanguard High Dividend Yield ETF position peaked at $4.08M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.