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

Sather Financial Group’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	$252K	Sell	1,592 -212	-12%	-$33.1K	0.01%	102
2026 Q1	$267K	Sell	1,804 -67	-4%	-$10.1K	0.02%	89
2025 Q4	$269K	Hold	1,871	–	–	0.01%	91
2025 Q3	$264K	Buy	1,871 +212	+13%	+$29.1K	0.01%	90
2025 Q2	$221K	Hold	1,659	–	–	0.01%	106
2025 Q1	$214K	Hold	1,659	–	–	0.01%	92
2024 Q4	$212K	Buy	+1,659	New	+$216K	0.01%	87

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

Sather Financial Group's VYM Position: Q2 2026 in Review

Sather Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $33.1K and leaving 1,592 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #102.

Sather Financial Group first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sather Financial Group held 1,592 shares of Vanguard High Dividend Yield ETF worth $252K as of Q2 2026.
Sather Financial Group sold 212 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33.1K.
Vanguard High Dividend Yield ETF made up 0.01% of Sather Financial Group's portfolio in Q2 2026, its #102 holding.
Sather Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
Sather Financial Group's Vanguard High Dividend Yield ETF position peaked at $269K in Q4 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.