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

Tilson 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 		$9.85M Buy
62,351
+242
+0.4% +$37.8K 2.71% 11
2026
Q1 		$9.2M Buy
62,109
+243
+0.4% +$36.5K 2.76% 12
2025
Q4 		$8.88M Buy
61,866
+1,293
+2% +$184K 2.73% 11
2025
Q3 		$8.54M Buy
60,573
+916
+2% +$126K 2.81% 11
2025
Q2 		$7.95M Sell
59,657
-389
-0.6% -$49.3K 3% 10
2025
Q1 		$7.74M Buy
60,046
+702
+1% +$91.9K 3.06% 9
2024
Q4 		$7.57M Sell
59,344
-389
-0.7% -$50.7K 3.09% 10
2024
Q3 		$7.66M Buy
+59,733
New +$7.37M 3.32% 10
2024
Q2 		– Sell
-58,543
Closed -$7.08M – 71
2024
Q1 		$7.08M Buy
58,543
+95
+0.2% +$10.9K 3.81% 10
2023
Q4 		$6.53M Buy
58,448
+1,967
+3% +$207K 4.2% 7
2023
Q3 		$5.84M Buy
+56,481
New +$6.06M 4.59% 7
2023
Q2 		– Sell
-56,819
Closed -$5.99M – 62
2023
Q1 		$5.99M Sell
56,819
-463
-0.8% -$49.8K 4.9% 6
2022
Q4 		$6.2M Buy
+57,282
New +$6.1M 5.28% 4

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
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

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

Tilson Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.39% in Q2 2026, buying an estimated $37.8K and bringing the position to 62,351 shares worth $9.85M. The position accounts for 2.71% of the portfolio, ranked #11.

Tilson Financial Group first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Tilson Financial Group held 62,351 shares of Vanguard High Dividend Yield ETF worth $9.85M as of Q2 2026.
  • Tilson Financial Group bought 242 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $37.8K.
  • Vanguard High Dividend Yield ETF made up 2.71% of Tilson Financial Group's portfolio in Q2 2026, its #11 holding.
  • Tilson Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.