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

Stonebridge 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 Q2	$260K	Buy	+1,646	New	+$257K	0.04%	245

Other funds holding VYM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stonebridge Financial Group's VYM Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,646 shares worth $260K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Stonebridge Financial Group held 1,646 shares of Vanguard High Dividend Yield ETF worth $260K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Stonebridge Financial Group position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Stonebridge Financial Group's portfolio in Q2 2026, its #245 holding.
1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.