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

Strategic Financial Concepts’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 		$864K Buy
5,837
+2,977
+104% +$448K 0.21% 108
2025
Q4 		$410K Buy
2,860
+193
+7% +$27.4K 0.38% 69
2025
Q3 		$376K Buy
2,667
+11
+0.4% +$1.51K 0.05% 171
2025
Q2 		$354K Sell
2,656
-3,092
-54% -$392K 0.05% 183
2025
Q1 		$741K Sell
5,748
-55
-0.9% -$7.2K 0.14% 147
2024
Q4 		$740K Buy
5,803
+2,850
+97% +$372K 0.14% 149
2024
Q3 		$379K Sell
2,953
-362,972
-99% -$44.8M 0.12% 152
2024
Q2 		$338K Buy
365,925
+360,192
+6,283% +$42.7M 0.2% 100
2024
Q1 		$694K Buy
5,733
+2,737
+91% +$314K 0.17% 134
2023
Q4 		$334K Sell
2,996
-3,069
-51% -$322K 0.2% 99
2023
Q3 		$627K Sell
6,065
-176
-3% -$18.9K 0.21% 116
2023
Q2 		$662K Buy
6,241
+78
+1% +$8.18K 0.24% 98
2023
Q1 		$650K Buy
+6,163
New +$663K 0.26% 90

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

Strategic Financial Concepts's VYM Position: Q1 2026 in Review

Strategic Financial Concepts increased its Vanguard High Dividend Yield ETF (VYM) stake by 104% in Q1 2026, buying an estimated $448K and bringing the position to 5,837 shares worth $864K. The position accounts for 0.21% of the portfolio, ranked #108.

Strategic Financial Concepts first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Strategic Financial Concepts held 5,837 shares of Vanguard High Dividend Yield ETF worth $864K as of Q1 2026.
  • Strategic Financial Concepts bought 2,977 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $448K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Strategic Financial Concepts's portfolio in Q1 2026, its #108 holding.
  • Strategic Financial Concepts first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.