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

SNS Financial Group’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 		$304K Buy
2,054
+5
+0.2% +$752 0.03% 169
2025
Q4 		$294K Sell
2,049
-18
-0.9% -$2.56K 0.03% 174
2025
Q3 		$291K Buy
2,067
+6
+0.3% +$824 0.03% 169
2025
Q2 		$275K Sell
2,061
-24
-1% -$3.04K 0.03% 169
2025
Q1 		$269K Sell
2,085
-224
-10% -$29.3K 0.03% 160
2024
Q4 		$295K Buy
2,309
+7
+0.3% +$913 0.03% 150
2024
Q3 		$295K Sell
2,302
-256
-10% -$31.6K 0.03% 152
2024
Q2 		$303K Buy
2,558
+35
+1% +$4.15K 0.03% 148
2024
Q1 		$305K Sell
2,523
-193
-7% -$22.1K 0.03% 149
2023
Q4 		$303K Buy
2,716
+14
+0.5% +$1.47K 0.04% 141
2023
Q3 		$279K Buy
2,702
+11
+0.4% +$1.18K 0.04% 145
2023
Q2 		$285K Buy
+2,691
New +$282K 0.04% 142
2023
Q1 		– Sell
-1,993
Closed -$216K – 202
2022
Q4 		$216K Buy
+1,993
New +$212K 0.03% 180
2022
Q3 		– Sell
-1,970
Closed -$200K – 201
2022
Q2 		$200K Buy
1,970
+11
+0.6% +$1.19K 0.03% 181
2022
Q1 		$220K Buy
1,959
+8
+0.4% +$892 0.02% 195
2021
Q4 		$219K Buy
1,951
+12
+0.6% +$1.31K 0.02% 209
2021
Q3 		$200K Buy
+1,939
New +$205K 0.02% 204
2018
Q4 		– Sell
-2,735
Closed -$238K – 214
2018
Q3 		$238K Buy
2,735
+263
+11% +$22.8K 0.06% 155
2018
Q2 		$205K Buy
+2,472
New +$207K 0.05% 159

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

SNS Financial Group's VYM Position: Q1 2026 in Review

SNS Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.24% in Q1 2026, buying an estimated $752 and bringing the position to 2,054 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #169.

SNS Financial Group first reported a position in VYM in Q2 2018 and has held it in 19 quarters since. The position peaked at $305K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • SNS Financial Group held 2,054 shares of Vanguard High Dividend Yield ETF worth $304K as of Q1 2026.
  • SNS Financial Group bought 5 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $752.
  • Vanguard High Dividend Yield ETF made up 0.03% of SNS Financial Group's portfolio in Q1 2026, its #169 holding.
  • SNS Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 19 quarters since.
  • SNS Financial Group's Vanguard High Dividend Yield ETF position peaked at $305K in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.