RFM
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Royal Fund Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Royal Fund Management’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 		$2.47M Sell
15,640
-156
-1% -$24.4K 0.21% 129
2026
Q1 		$2.34M Buy
15,796
+352
+2% +$52.9K 0.22% 126
2025
Q4 		$2.22M Buy
15,444
+5,374
+53% +$764K 0.2% 131
2025
Q3 		$1.42M Sell
10,070
-3,071
-23% -$422K 0.17% 137
2025
Q2 		$1.75M Buy
13,141
+230
+2% +$29.1K 0.17% 153
2025
Q1 		$1.68M Buy
12,911
+292
+2% +$38.2K 0.19% 149
2024
Q4 		$1.62M Sell
12,619
-12,825
-50% -$1.67M 0.15% 144
2024
Q3 		$3.28M Buy
25,444
+13,259
+109% +$1.64M 0.2% 121
2024
Q2 		$1.45M Sell
12,185
-59,908
-83% -$7.1M 0.12% 157
2024
Q1 		$8.72M Buy
72,093
+398
+0.6% +$45.6K 0.86% 24
2023
Q4 		$8M Buy
71,695
+428
+0.6% +$45K 0.89% 25
2023
Q3 		$7.36M Buy
71,267
+242
+0.3% +$26K 1% 26
2023
Q2 		$7.53M Buy
71,025
+979
+1% +$103K 0.94% 23
2023
Q1 		$7.39M Sell
70,046
-4,205
-6% -$452K 1.06% 19
2022
Q4 		$8.03M Buy
74,251
+1,825
+3% +$194K 1.28% 17
2022
Q3 		$6.87M Sell
72,426
-12,952
-15% -$1.35M 1.25% 17
2022
Q2 		$8.68M Sell
85,378
-2,984
-3% -$323K 1.44% 12
2022
Q1 		$9.92M Buy
88,362
+8,880
+11% +$990K 1.44% 16
2021
Q4 		$8.91M Buy
79,482
+813
+1% +$88.5K 1.28% 20
2021
Q3 		$8.13M Sell
78,669
-1,622
-2% -$171K 1.18% 15
2021
Q2 		$8.41M Buy
80,291
+2,324
+3% +$244K 1.39% 16
2021
Q1 		$7.88M Buy
77,967
+3,147
+4% +$304K 1.44% 16
2020
Q4 		$6.85M Sell
74,820
-30,643
-29% -$2.66M 1.45% 16
2020
Q3 		$8.54M Buy
105,463
+44,828
+74% +$3.67M 2.18% 9
2020
Q2 		$4.78M Sell
60,635
-69,615
-53% -$5.41M 1.68% 9
2020
Q1 		$9.21M Buy
130,250
+5,795
+5% +$498K 3.76% 4
2019
Q4 		$11.7M Buy
124,455
+6,370
+5% +$578K 2.97% 5
2019
Q3 		$10.5M Buy
118,085
+10,174
+9% +$890K 2.92% 4
2019
Q2 		$9.43M Buy
107,911
+17,010
+19% +$1.47M 2.8% 5
2019
Q1 		$7.79M Buy
90,901
+15,956
+21% +$1.33M 2.48% 9
2018
Q4 		$5.84M Buy
74,945
+9,354
+14% +$780K 2.37% 12
2018
Q3 		$5.71M Buy
65,591
+1,937
+3% +$168K 1.78% 20
2018
Q2 		$5.29M Buy
63,654
+14,031
+28% +$1.17M 1.75% 21
2018
Q1 		$4.09M Sell
49,623
-1,015
-2% -$87.3K 1.49% 23
2017
Q4 		$4.34M Sell
50,638
-613
-1% -$51.3K 1.56% 23
2017
Q3 		$4.15M Buy
51,251
+14,387
+39% +$1.14M 1.65% 23
2017
Q2 		$2.88M Buy
36,864
+8,817
+31% +$687K 1.22% 26
2017
Q1 		$2.18M Buy
28,047
+17,484
+166% +$1.35M 1.05% 25
2016
Q4 		$800K Buy
+10,563
New +$775K 0.44% 30

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Royal Fund Management's VYM Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.99% in Q2 2026, selling an estimated $24.4K and leaving 15,640 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #129.

Royal Fund Management first reported a position in VYM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.7M in Q4 2019. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Royal Fund Management held 15,640 shares of Vanguard High Dividend Yield ETF worth $2.47M as of Q2 2026.
  • Royal Fund Management sold 156 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Royal Fund Management's portfolio in Q2 2026, its #129 holding.
  • Royal Fund Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Vanguard High Dividend Yield ETF position peaked at $11.7M in Q4 2019.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.