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TFG Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TFG Advisers’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
2025
Q2 		$859K Buy
6,440
+133
+2% +$16.9K 0.29% 90
2025
Q1 		$813K Buy
6,307
+43
+0.7% +$5.63K 0.3% 89
2024
Q4 		$799K Buy
6,264
+110
+2% +$14.3K 0.29% 90
2024
Q3 		$789K Sell
6,154
-60
-1% -$7.41K 0.28% 91
2024
Q2 		$737K Sell
6,214
-156
-2% -$18.5K 0.29% 90
2024
Q1 		$771K Sell
6,370
-265
-4% -$30.4K 0.3% 90
2023
Q4 		$741K Sell
6,635
-252
-4% -$26.5K 0.31% 89
2023
Q3 		$712K Buy
6,887
+26
+0.4% +$2.79K 0.33% 83
2023
Q2 		$728K Buy
6,861
+36
+0.5% +$3.78K 0.33% 81
2023
Q1 		$720K Buy
6,825
+877
+15% +$94.3K 0.35% 79
2022
Q4 		$644K Buy
5,948
+553
+10% +$58.8K 0.33% 86
2022
Q3 		$512K Buy
5,395
+285
+6% +$29.6K 0.29% 89
2022
Q2 		$520K Buy
5,110
+114
+2% +$12.4K 0.28% 93
2022
Q1 		$561K Buy
4,996
+20
+0.4% +$2.23K 0.26% 104
2021
Q4 		$558K Sell
4,976
-36
-0.7% -$3.92K 0.24% 105
2021
Q3 		$518K Sell
5,012
-7
-0.1% -$740 0.25% 104
2021
Q2 		$526K Sell
5,019
-372
-7% -$39.1K 0.25% 103
2021
Q1 		$545K Sell
5,391
-370
-6% -$35.7K 0.28% 95
2020
Q4 		$527K Sell
5,761
-46
-0.8% -$4K 0.28% 93
2020
Q3 		$469K Sell
5,807
-93
-2% -$7.62K 0.27% 99
2020
Q2 		$464K Sell
5,900
-378
-6% -$29.4K 0.3% 94
2020
Q1 		$444K Sell
6,278
-86
-1% -$7.39K 0.35% 86
2019
Q4 		$596K Sell
6,364
-106
-2% -$9.61K 0.34% 86
2019
Q3 		$574K Buy
6,470
+154
+2% +$13.5K 0.38% 85
2019
Q2 		$551K Hold
6,316
– – 0.38% 85
2019
Q1 		$541K Buy
6,316
+29
+0.5% +$2.42K 0.39% 81
2018
Q4 		$490K Buy
+6,287
New +$524K 0.41% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

TFG Advisers's VYM Position: Q2 2025 in Review

TFG Advisers increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2025, buying an estimated $16.9K and bringing the position to 6,440 shares worth $859K. The position accounts for 0.29% of the portfolio, ranked #90.

TFG Advisers first reported a position in VYM in Q4 2018 and has held it in 27 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • TFG Advisers held 6,440 shares of Vanguard High Dividend Yield ETF worth $859K as of Q2 2025.
  • TFG Advisers bought 133 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $16.9K.
  • Vanguard High Dividend Yield ETF made up 0.29% of TFG Advisers's portfolio in Q2 2025, its #90 holding.
  • TFG Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.