Syverson Strege & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Syverson Strege & Co’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	$461K	Hold	3,114	–	–	0.11%	84
2025 Q4	$447K	Sell	3,114 -124	-4%	-$17.6K	0.11%	82
2025 Q3	$456K	Buy	3,238 +19	+0.6%	+$2.61K	0.11%	75
2025 Q2	$429K	Sell	3,219 -670	-17%	-$84.9K	0.1%	82
2025 Q1	$502K	Buy	3,889 +1,138	+41%	+$149K	0.16%	42
2024 Q4	$351K	Buy	+2,751	New	+$359K	0.12%	55
2023 Q2	–	Sell	-887	Closed	-$93.6K	–	613
2023 Q1	$93.6K	Hold	887	–	–	0.04%	91
2022 Q4	$96K	Buy	+887	New	+$94.4K	0.04%	96
2022 Q3	–	Sell	-1,060	Closed	-$108K	–	338
2022 Q2	$108K	Buy	+1,060	New	+$115K	0.04%	97

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Syverson Strege & Co's VYM Position: Q1 2026 in Review

Syverson Strege & Co held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 3,114 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #84.

Syverson Strege & Co first reported a position in VYM in Q2 2022 and has held it in 9 quarters since. The position peaked at $502K in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Syverson Strege & Co held 3,114 shares of Vanguard High Dividend Yield ETF worth $461K as of Q1 2026.
Syverson Strege & Co left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.11% of Syverson Strege & Co's portfolio in Q1 2026, its #84 holding.
Syverson Strege & Co first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 9 quarters since.
Syverson Strege & Co's Vanguard High Dividend Yield ETF position peaked at $502K in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.