SGK
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Steigerwald Gordon & Koch’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Steigerwald Gordon & Koch’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 		$1.15M Buy
7,780
+627
+9% +$94.3K 0.12% 69
2025
Q4 		$1.03M Buy
7,153
+439
+7% +$62.4K 0.1% 75
2025
Q3 		$946K Sell
6,714
-199
-3% -$27.3K 0.09% 72
2025
Q2 		$922K Sell
6,913
-1
-0% -$127 0.1% 65
2025
Q1 		$892K Buy
6,914
+1
+0% +$131 0.1% 65
2024
Q4 		$882K Buy
6,913
+24
+0.3% +$3.13K 0.1% 67
2024
Q3 		$883K Buy
6,889
+182
+3% +$22.5K 0.1% 66
2024
Q2 		$796K Sell
6,707
-831
-11% -$98.5K 0.1% 66
2024
Q1 		$912K Hold
7,538
– – 0.11% 63
2023
Q4 		$841K Sell
7,538
-233
-3% -$24.5K 0.11% 64
2023
Q3 		$803K Buy
7,771
+233
+3% +$25K 0.12% 62
2023
Q2 		$800K Sell
7,538
-50
-0.7% -$5.24K 0.12% 61
2023
Q1 		$800K Hold
7,588
– – 0.12% 61
2022
Q4 		$821K Sell
7,588
-1,136
-13% -$121K 0.13% 59
2022
Q3 		$828K Buy
8,724
+1,136
+15% +$118K 0.15% 58
2022
Q2 		$772K Sell
7,588
-300
-4% -$32.5K 0.13% 63
2022
Q1 		$885K Hold
7,888
– – 0.14% 64
2021
Q4 		$884K Sell
7,888
-200
-2% -$21.8K 0.13% 64
2021
Q3 		$836K Buy
8,088
+21
+0.3% +$2.22K 0.14% 60
2021
Q2 		$845K Buy
8,067
+20
+0.2% +$2.1K 0.14% 60
2021
Q1 		$813K Buy
8,047
+19
+0.2% +$1.83K 0.15% 60
2020
Q4 		$735K Sell
8,028
-82
-1% -$7.12K 0.15% 57
2020
Q3 		$656K Buy
8,110
+25
+0.3% +$2.05K 0.16% 56
2020
Q2 		$637K Buy
8,085
+30
+0.4% +$2.33K 0.17% 59
2020
Q1 		$570K Buy
8,055
+22
+0.3% +$1.89K 0.19% 56
2019
Q4 		$753K Buy
8,033
+4,415
+122% +$400K 0.18% 53
2019
Q3 		$321K Buy
3,618
+338
+10% +$29.6K 0.08% 67
2019
Q2 		$287K Buy
3,280
+19
+0.6% +$1.64K 0.07% 71
2019
Q1 		$279K Sell
3,261
-980
-23% -$81.9K 0.07% 71
2018
Q4 		$331K Buy
4,241
+62
+1% +$5.17K 0.1% 65
2018
Q3 		$364K Buy
+4,179
New +$362K 0.09% 66

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

Steigerwald Gordon & Koch's VYM Position: Q1 2026 in Review

Steigerwald Gordon & Koch increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.8% in Q1 2026, buying an estimated $94.3K and bringing the position to 7,780 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #69.

Steigerwald Gordon & Koch first reported a position in VYM in Q3 2018 and has held it in 31 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Steigerwald Gordon & Koch held 7,780 shares of Vanguard High Dividend Yield ETF worth $1.15M as of Q1 2026.
  • Steigerwald Gordon & Koch bought 627 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $94.3K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #69 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 31 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.