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

Slagle 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	$293K	Buy	1,853 +249	+16%	+$38.9K	0.09%	104
2026 Q1	$237K	Sell	1,604 -1,846	-54%	-$278K	0.08%	109
2025 Q4	$495K	Buy	3,450 +562	+19%	+$79.9K	0.17%	80
2025 Q3	$407K	Sell	2,888 -47	-2%	-$6.46K	0.15%	86
2025 Q2	$391K	Buy	2,935 +123	+4%	+$15.6K	0.16%	84
2025 Q1	$363K	Sell	2,812 -223	-7%	-$29.2K	0.16%	76
2024 Q4	$387K	Sell	3,035 -185	-6%	-$24.1K	0.17%	74
2024 Q3	$413K	Sell	3,220 -4	-0.1%	-$494	0.18%	74
2024 Q2	$382K	Sell	3,224 -430	-12%	-$51K	0.2%	76
2024 Q1	$442K	Sell	3,654 -3,114	-46%	-$357K	0.24%	74
2023 Q4	$378K	Buy	6,768 +3,402	+101%	+$357K	0.22%	79
2023 Q3	$348K	Sell	3,366 -27	-0.8%	-$2.9K	0.21%	79
2023 Q2	$360K	Buy	+3,393	New	+$356K	0.22%	80

Other funds holding VYM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Slagle Financial's VYM Position: Q2 2026 in Review

Slagle Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,853 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #104.

Slagle Financial first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $495K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Slagle Financial held 1,853 shares of Vanguard High Dividend Yield ETF worth $293K as of Q2 2026.
Slagle Financial bought 249 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $38.9K.
Vanguard High Dividend Yield ETF made up 0.09% of Slagle Financial's portfolio in Q2 2026, its #104 holding.
Slagle Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Vanguard High Dividend Yield ETF position peaked at $495K in Q4 2025.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.