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

TFC Financial Management’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	$215K	Buy	1,362 +29	+2%	+$4.53K	0.02%	142
2026 Q1	$197K	Buy	1,333 +1,096	+462%	+$165K	0.02%	129
2025 Q4	$34K	Sell	237 -1,851	-89%	-$263K	﹤0.01%	310
2025 Q3	$294K	Buy	2,088 +50	+2%	+$6.87K	0.04%	102
2025 Q2	$272K	Buy	2,038 +315	+18%	+$39.9K	0.04%	107
2025 Q1	$222K	Hold	1,723	–	–	0.03%	114
2024 Q4	$220K	Sell	1,723 -80	-4%	-$10.4K	0.03%	121
2024 Q3	$231K	Sell	1,803 -165	-8%	-$20.4K	0.04%	118
2024 Q2	$233K	Hold	1,968	–	–	0.04%	112
2024 Q1	$238K	Hold	1,968	–	–	0.04%	103
2023 Q4	$220K	Hold	1,968	–	–	0.04%	107
2023 Q3	$203K	Hold	1,968	–	–	0.05%	108
2023 Q2	$209K	Hold	1,968	–	–	0.05%	104
2023 Q1	$208K	Hold	1,968	–	–	0.05%	105
2022 Q4	$213K	Sell	1,968 -116	-6%	-$12.3K	0.06%	93
2022 Q3	$198K	Hold	2,084	–	–	0.06%	90
2022 Q2	$212K	Hold	2,084	–	–	0.06%	90
2022 Q1	$234K	Hold	2,084	–	–	0.07%	87
2021 Q4	$234K	Hold	2,084	–	–	0.07%	92
2021 Q3	$215K	Hold	2,084	–	–	0.07%	93
2021 Q2	$218K	Hold	2,084	–	–	0.07%	88
2021 Q1	$211K	Hold	2,084	–	–	0.08%	85
2020 Q4	$191K	Hold	2,084	–	–	0.08%	86
2020 Q3	$169K	Buy	+2,084	New	+$171K	0.08%	82

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

TFC Financial Management's VYM Position: Q2 2026 in Review

TFC Financial Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,362 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #142.

TFC Financial Management first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $294K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

TFC Financial Management held 1,362 shares of Vanguard High Dividend Yield ETF worth $215K as of Q2 2026.
TFC Financial Management bought 29 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.53K.
Vanguard High Dividend Yield ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #142 holding.
TFC Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Vanguard High Dividend Yield ETF position peaked at $294K in Q3 2025.
1,205 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.