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

Roxbury 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 		$3.58K Hold
23
– – ﹤0.01% 353
2026
Q1 		$3.35K Hold
23
– – ﹤0.01% 336
2025
Q4 		$3.24K Hold
23
– – ﹤0.01% 331
2025
Q3 		$3.17K Buy
23
+1
+5% +$137 ﹤0.01% 330
2025
Q2 		$2.99K Hold
22
– – ﹤0.01% 327
2025
Q1 		$3K Hold
22
– – ﹤0.01% 308
2024
Q4 		$3K Buy
+22
New +$2.87K ﹤0.01% 347

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Roxbury Financial's VYM Position: Q2 2026 in Review

Roxbury Financial held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 23 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Roxbury Financial first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Roxbury Financial held 23 shares of Vanguard High Dividend Yield ETF worth $3.58K as of Q2 2026.
  • Roxbury Financial left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #353 holding.
  • Roxbury Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 463 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.