Thoroughbred Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Thoroughbred Financial Services’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	$2.53M	Sell	17,089 -63	-0.4%	-$9.47K	0.15%	130
2025 Q4	$2.46M	Buy	17,152 +90	+0.5%	+$12.8K	0.15%	133
2025 Q3	$2.4M	Sell	17,062 -856	-5%	-$118K	0.15%	143
2025 Q2	$2.39M	Sell	17,918 -2,635	-13%	-$334K	0.17%	132
2025 Q1	$2.65M	Buy	20,553 +785	+4%	+$103K	0.17%	135
2024 Q4	$2.52M	Sell	19,768 -153	-0.8%	-$19.9K	0.15%	132
2024 Q3	$2.55M	Sell	19,921 -64	-0.3%	-$7.9K	0.16%	123
2024 Q2	$2.37M	Buy	19,985 +2,758	+16%	+$327K	0.16%	127
2024 Q1	$2.08M	Sell	17,227 -3,160	-16%	-$362K	0.2%	104
2023 Q4	$2.27M	Sell	20,387 -1,975	-9%	-$208K	0.18%	116
2023 Q3	$2.31M	Buy	22,362 +1,960	+10%	+$210K	0.23%	91
2023 Q2	$2.16M	Sell	20,402 -1,100	-5%	-$115K	0.28%	82
2023 Q1	$2.27M	Buy	21,502 +164	+0.8%	+$17.6K	0.34%	73
2022 Q4	$2.31M	Buy	21,338 +8,907	+72%	+$948K	0.38%	69
2022 Q3	$1.18M	Buy	12,431 +811	+7%	+$84.3K	0.22%	107
2022 Q2	$1.18M	Buy	11,620 +1,286	+12%	+$139K	0.22%	118
2022 Q1	$1.16M	Buy	10,334 +810	+9%	+$90.3K	0.19%	128
2021 Q4	$1.07M	Buy	9,524 +315	+3%	+$34.3K	0.22%	105
2021 Q3	$951K	Sell	9,209 -867	-9%	-$91.7K	0.23%	103
2021 Q2	$1.06M	Buy	10,076 +1,177	+13%	+$124K	0.26%	92
2021 Q1	$899K	Buy	8,899 +186	+2%	+$17.9K	0.25%	105
2020 Q4	$797K	Sell	8,713 -284	-3%	-$24.7K	0.25%	106
2020 Q3	$728K	Sell	8,997 -1,198	-12%	-$98.1K	0.27%	89
2020 Q2	$803K	Sell	10,195 -2,016	-17%	-$157K	0.33%	81
2020 Q1	$864K	Buy	12,211 +1,710	+16%	+$147K	0.31%	98
2019 Q4	$984K	Buy	10,501 +54	+0.5%	+$4.9K	0.33%	93
2019 Q3	$927K	Buy	+10,447	New	+$914K	0.35%	90
2019 Q2	–	Sell	-7,876	Closed	-$675K	–	250
2019 Q1	$675K	Buy	+7,876	New	+$658K	0.28%	100

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

Thoroughbred Financial Services's VYM Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.37% in Q1 2026, selling an estimated $9.47K and leaving 17,089 shares worth $2.53M. The position accounts for 0.15% of the portfolio, ranked #130.

Thoroughbred Financial Services first reported a position in VYM in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.65M in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Thoroughbred Financial Services held 17,089 shares of Vanguard High Dividend Yield ETF worth $2.53M as of Q1 2026.
Thoroughbred Financial Services sold 63 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $9.47K.
Vanguard High Dividend Yield ETF made up 0.15% of Thoroughbred Financial Services's portfolio in Q1 2026, its #130 holding.
Thoroughbred Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 28 quarters since.
Thoroughbred Financial Services's Vanguard High Dividend Yield ETF position peaked at $2.65M in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.