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

Security Financial Services’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 		– Sell
-1,663
Closed -$239K – 229
2025
Q4 		$239K Buy
1,663
+87
+6% +$12.4K 0.04% 201
2025
Q3 		$222K Sell
1,576
-478
-23% -$65.7K 0.04% 195
2025
Q2 		$274K Buy
2,054
+20
+1% +$2.53K 0.05% 167
2025
Q1 		$262K Buy
2,034
+4
+0.2% +$524 0.05% 155
2024
Q4 		$259K Sell
2,030
-429
-17% -$55.9K 0.05% 152
2024
Q3 		$315K Buy
2,459
+544
+28% +$67.2K 0.06% 124
2024
Q2 		$227K Sell
1,915
-355
-16% -$42.1K 0.05% 152
2024
Q1 		$275K Buy
2,270
+69
+3% +$7.91K 0.06% 152
2023
Q4 		$246K Buy
+2,201
New +$231K 0.06% 149
2022
Q4 		– Sell
-4,186
Closed -$397K – 143
2022
Q3 		$397K Buy
4,186
+1,105
+36% +$115K 0.14% 103
2022
Q2 		$313K Sell
3,081
-387
-11% -$41.9K 0.1% 107
2022
Q1 		$389K Sell
3,468
-5
-0.1% -$558 0.12% 98
2021
Q4 		$389K Buy
+3,473
New +$378K 0.13% 94

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Security Financial Services's VYM Position: Q1 2026 in Review

Security Financial Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,663 shares — an estimated $239K sold.

Security Financial Services first reported a position in VYM in Q4 2021 and held it in 13 quarters. The position peaked at $397K in Q3 2022. 2,018 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Security Financial Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Security Financial Services sold 1,663 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $239K.
  • Security Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 13 quarters.
  • Security Financial Services's Vanguard High Dividend Yield ETF position peaked at $397K in Q3 2022.
  • 2,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.