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

Stifel 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
Q1 		$204M Sell
1,375,466
-91,202
-6% -$13.7M 0.19% 129
2025
Q4 		$210M Buy
1,466,668
+101,529
+7% +$14.4M 0.19% 128
2025
Q3 		$192M Sell
1,365,139
-27,873
-2% -$3.83M 0.18% 136
2025
Q2 		$186M Buy
1,393,012
+105,971
+8% +$13.4M 0.18% 130
2025
Q1 		$166M Sell
1,287,041
-123,920
-9% -$16.2M 0.18% 131
2024
Q4 		$180M Buy
1,410,961
+127,126
+10% +$16.6M 0.19% 122
2024
Q3 		$165M Sell
1,283,835
-5,698
-0.4% -$703K 0.17% 136
2024
Q2 		$153M Sell
1,289,533
-4,077
-0.3% -$483K 0.17% 130
2024
Q1 		$157M Sell
1,293,610
-385,746
-23% -$44.2M 0.18% 133
2023
Q4 		$187M Buy
1,679,356
+360,761
+27% +$37.9M 0.24% 97
2023
Q3 		$136M Buy
1,318,595
+20,274
+2% +$2.18M 0.19% 118
2023
Q2 		$138M Sell
1,298,321
-51,110
-4% -$5.36M 0.19% 126
2023
Q1 		$142M Buy
1,349,431
+147,461
+12% +$15.9M 0.2% 119
2022
Q4 		$130M Buy
1,201,970
+31,870
+3% +$3.39M 0.2% 125
2022
Q3 		$111M Sell
1,170,100
-29,459
-2% -$3.06M 0.18% 130
2022
Q2 		$122M Buy
1,199,559
+111,905
+10% +$12.1M 0.19% 125
2022
Q1 		$122M Buy
1,087,654
+52,452
+5% +$5.85M 0.17% 144
2021
Q4 		$116M Sell
1,035,202
-8,388
-0.8% -$913K 0.15% 154
2021
Q3 		$108M Sell
1,043,590
-2,414
-0.2% -$255K 0.16% 143
2021
Q2 		$110M Sell
1,046,004
-12,306
-1% -$1.29M 0.16% 138
2021
Q1 		$107M Buy
1,058,310
+52,751
+5% +$5.09M 0.18% 130
2020
Q4 		$92M Buy
1,005,559
+62,648
+7% +$5.44M 0.16% 138
2020
Q3 		$76.3M Sell
942,911
-85,019
-8% -$6.96M 0.16% 140
2020
Q2 		$81M Sell
1,027,930
-173,841
-14% -$13.5M 0.19% 127
2020
Q1 		$85M Buy
1,201,771
+14,586
+1% +$1.25M 0.23% 114
2019
Q4 		$111M Buy
1,187,185
+42,389
+4% +$3.84M 0.23% 108
2019
Q3 		$102M Buy
1,144,796
+180,627
+19% +$15.8M 0.26% 99
2019
Q2 		$84.2M Buy
964,169
+72,665
+8% +$6.28M 0.22% 122
2019
Q1 		$76.4M Sell
891,504
-104,739
-11% -$8.75M 0.22% 128
2018
Q4 		$77.7M Buy
996,243
+72,463
+8% +$6.04M 0.25% 100
2018
Q3 		$80.4M Buy
923,780
+107,817
+13% +$9.33M 0.23% 107
2018
Q2 		$67.7M Buy
815,963
+53,431
+7% +$4.47M 0.21% 120
2018
Q1 		$62.9M Sell
762,532
-9,738
-1% -$837K 0.2% 120
2017
Q4 		$66.1M Buy
772,270
+308,243
+66% +$25.8M 0.21% 115
2017
Q3 		$37.6M Sell
464,027
-9,195
-2% -$730K 0.13% 178
2017
Q2 		$37M Buy
473,222
+1,623
+0.3% +$126K 0.14% 167
2017
Q1 		$36.6M Buy
471,599
+45,113
+11% +$3.48M 0.14% 165
2016
Q4 		$32.3M Buy
426,486
+14,098
+3% +$1.03M 0.14% 174
2016
Q3 		$29.8M Sell
412,388
-6,522
-2% -$474K 0.13% 176
2016
Q2 		$29.9M Buy
418,910
+4,685
+1% +$327K 0.14% 162
2016
Q1 		$28.6M Buy
414,225
+130,143
+46% +$8.52M 0.15% 151
2015
Q4 		$19M Buy
284,082
+139,951
+97% +$9.39M 0.1% 228
2015
Q3 		$9.03M Buy
144,131
+43,141
+43% +$2.84M 0.05% 364
2015
Q2 		$6.8M Buy
100,990
+2,855
+3% +$198K 0.04% 463
2015
Q1 		$6.7M Buy
98,135
+40,718
+71% +$2.8M 0.04% 513
2014
Q4 		$3.95M Buy
57,417
+5,923
+12% +$402K 0.02% 653
2014
Q3 		$3.42M Sell
51,494
-5,875
-10% -$392K 0.03% 598
2014
Q2 		$3.8M Buy
57,369
+973
+2% +$62.9K 0.03% 554
2014
Q1 		$3.56M Buy
+56,396
New +$3.46M 0.03% 555

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

Stifel Financial's VYM Position: Q1 2026 in Review

Stifel Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q1 2026, selling an estimated $13.7M and leaving 1,375,466 shares worth $204M. The position accounts for 0.19% of the portfolio, ranked #129.

Stifel Financial first reported a position in VYM in Q1 2014 and has held it in 49 quarters since. The position peaked at $210M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Stifel Financial held 1,375,466 shares of Vanguard High Dividend Yield ETF worth $204M as of Q1 2026.
  • Stifel Financial sold 91,202 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $13.7M.
  • Vanguard High Dividend Yield ETF made up 0.19% of Stifel Financial's portfolio in Q1 2026, its #129 holding.
  • Stifel Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Vanguard High Dividend Yield ETF position peaked at $210M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.