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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
Q2 		$2.71M Buy
17,145
+56
+0.3% +$8.75K 0.13% 142
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thoroughbred Financial Services's VYM Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q2 2026, buying an estimated $8.75K and bringing the position to 17,145 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #142.

Thoroughbred Financial Services first reported a position in VYM in Q1 2019 and has held it in 29 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Thoroughbred Financial Services held 17,145 shares of Vanguard High Dividend Yield ETF worth $2.71M as of Q2 2026.
  • Thoroughbred Financial Services bought 56 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.75K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Thoroughbred Financial Services's portfolio in Q2 2026, its #142 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.