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

Smith Anglin 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
2025
Q2 		$457K Buy
3,426
+669
+24% +$84.8K 0.04% 130
2025
Q1 		$356K Buy
2,757
+147
+6% +$19.2K 0.04% 147
2024
Q4 		$333K Buy
2,610
+175
+7% +$22.8K 0.03% 149
2024
Q3 		$312K Buy
2,435
+459
+23% +$56.7K 0.03% 150
2024
Q2 		$234K Sell
1,976
-15
-0.8% -$1.78K 0.02% 160
2024
Q1 		$241K Buy
1,991
+186
+10% +$21.3K 0.02% 161
2023
Q4 		$201K Buy
+1,805
New +$190K 0.02% 174
2023
Q2 		– Sell
-2,346
Closed -$247K – 182
2023
Q1 		$247K Buy
2,346
+17
+0.7% +$1.83K 0.04% 138
2022
Q4 		$252K Buy
+2,329
New +$248K 0.05% 118
2022
Q2 		– Sell
-1,892
Closed -$212K – 151
2022
Q1 		$212K Buy
+1,892
New +$211K 0.05% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Smith Anglin Financial's VYM Position: Q2 2025 in Review

Smith Anglin Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 24% in Q2 2025, buying an estimated $84.8K and bringing the position to 3,426 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #130.

Smith Anglin Financial first reported a position in VYM in Q1 2022 and has held it in 10 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Smith Anglin Financial held 3,426 shares of Vanguard High Dividend Yield ETF worth $457K as of Q2 2025.
  • Smith Anglin Financial bought 669 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $84.8K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #130 holding.
  • Smith Anglin Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 10 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.