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

Team 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 		$442K Sell
2,799
-489
-15% -$76.4K 0.19% 31
2026
Q1 		$487K Buy
3,288
+40
+1% +$6.01K 0.22% 26
2025
Q4 		$466K Buy
3,248
+101
+3% +$14.4K 0.21% 25
2025
Q3 		$444K Sell
3,147
-642
-17% -$88.2K 0.21% 28
2025
Q2 		$505K Buy
3,789
+619
+20% +$78.4K 0.25% 25
2025
Q1 		$409K Sell
3,170
-62
-2% -$8.12K 0.24% 30
2024
Q4 		$412K Buy
3,232
+554
+21% +$72.2K 0.24% 27
2024
Q3 		$343K Buy
2,678
+475
+22% +$58.6K 0.2% 28
2024
Q2 		$261K Buy
2,203
+31
+1% +$3.68K 0.17% 30
2024
Q1 		$263K Buy
2,172
+136
+7% +$15.6K 0.18% 28
2023
Q4 		$227K Sell
2,036
-280
-12% -$29.4K 0.16% 27
2023
Q3 		$239K Buy
+2,316
New +$248K 0.2% 27

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Team Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, selling an estimated $76.4K and leaving 2,799 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #31.

Team Financial Group first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $505K in Q2 2025. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Team Financial Group held 2,799 shares of Vanguard High Dividend Yield ETF worth $442K as of Q2 2026.
  • Team Financial Group sold 489 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $76.4K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Team Financial Group's portfolio in Q2 2026, its #31 holding.
  • Team Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • Team Financial Group's Vanguard High Dividend Yield ETF position peaked at $505K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.