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Sloy Dahl & Holst’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sloy Dahl & Holst’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 		$224K Hold
1,415
– – 0.03% 110
2026
Q1 		$210K Hold
1,415
– – 0.03% 106
2025
Q4 		$203K Buy
+1,415
New +$201K 0.02% 112
2025
Q3 		– Sell
-1,565
Closed -$209K – 121
2025
Q2 		$209K Sell
1,565
-50
-3% -$6.33K 0.03% 108
2025
Q1 		$208K Hold
1,615
– – 0.04% 101
2024
Q4 		$206K Hold
1,615
– – 0.03% 102
2024
Q3 		$207K Buy
+1,615
New +$199K 0.04% 96

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sloy Dahl & Holst's VYM Position: Q2 2026 in Review

Sloy Dahl & Holst held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,415 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #110.

Sloy Dahl & Holst first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sloy Dahl & Holst held 1,415 shares of Vanguard High Dividend Yield ETF worth $224K as of Q2 2026.
  • Sloy Dahl & Holst left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #110 holding.
  • Sloy Dahl & Holst first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.