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Silver Oak Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Silver Oak Securities’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 		$194K Sell
1,311
-241
-16% -$36.2K 0.01% 737
2025
Q4 		$224K Sell
1,552
-115
-7% -$16.4K 0.02% 726
2025
Q3 		$235K Buy
1,667
+17
+1% +$2.34K 0.02% 658
2025
Q2 		$220K Sell
1,650
-364
-18% -$46.1K 0.02% 626
2025
Q1 		$257K Buy
2,014
+431
+27% +$56.4K 0.02% 542
2024
Q4 		$202K Buy
1,583
+53
+3% +$6.91K 0.02% 589
2024
Q3 		$196K Sell
1,530
-388
-20% -$47.9K 0.02% 493
2024
Q2 		$228K Buy
1,918
+5
+0.3% +$593 0.03% 353
2024
Q1 		$231K Sell
1,913
-472
-20% -$54.1K 0.04% 348
2023
Q4 		$266K Buy
2,385
+1,839
+337% +$193K 0.04% 401
2023
Q3 		$56.4K Sell
546
-1,915
-78% -$205K 0.01% 372
2023
Q2 		$261K Sell
2,461
-30
-1% -$3.15K 0.04% 376
2023
Q1 		$263K Sell
2,491
-772
-24% -$83K 0.04% 307
2022
Q4 		$353K Buy
3,263
+2,717
+498% +$289K 0.07% 206
2022
Q3 		$56.4K Sell
546
-8,089
-94% -$841K 0.01% 372
2022
Q2 		$892K Buy
8,635
+493
+6% +$53.4K 0.2% 86
2022
Q1 		$923K Buy
+8,142
New +$908K 0.19% 116

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silver Oak Securities's VYM Position: Q1 2026 in Review

Silver Oak Securities reduced its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q1 2026, selling an estimated $36.2K and leaving 1,311 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #737.

Silver Oak Securities first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $923K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Silver Oak Securities held 1,311 shares of Vanguard High Dividend Yield ETF worth $194K as of Q1 2026.
  • Silver Oak Securities sold 241 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $36.2K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #737 holding.
  • Silver Oak Securities first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Vanguard High Dividend Yield ETF position peaked at $923K in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.