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Tobias Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tobias Financial Advisors’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 		$1.37M Hold
8,660
– – 0.17% 62
2026
Q1 		$1.28M Buy
8,660
+69
+0.8% +$10.4K 0.18% 63
2025
Q4 		$1.23M Buy
8,591
+879
+11% +$125K 0.17% 65
2025
Q3 		$1.09M Buy
7,712
+398
+5% +$54.7K 0.17% 65
2025
Q2 		$975K Sell
7,314
-4
-0.1% -$507 0.17% 67
2025
Q1 		$944K Sell
7,318
-119
-2% -$15.6K 0.18% 57
2024
Q4 		$949K Buy
7,437
+200
+3% +$26.1K 0.19% 55
2024
Q3 		$928K Buy
7,237
+115
+2% +$14.2K 0.19% 53
2024
Q2 		$845K Hold
7,122
– – 0.18% 53
2024
Q1 		$862K Hold
7,122
– – 0.2% 55
2023
Q4 		$795K Buy
7,122
+196
+3% +$20.6K 0.19% 53
2023
Q3 		$716K Hold
6,926
– – 0.19% 59
2023
Q2 		$735K Hold
6,926
– – 0.2% 56
2023
Q1 		$731K Sell
6,926
-681
-9% -$73.2K 0.21% 54
2022
Q4 		$823K Hold
7,607
– – 0.27% 56
2022
Q3 		$722K Hold
7,607
– – 0.25% 56
2022
Q2 		$774K Sell
7,607
-232
-3% -$25.1K 0.26% 51
2022
Q1 		$880K Sell
7,839
-31,654
-80% -$3.53M 0.3% 49
2021
Q4 		$4.43M Buy
39,493
+31,654
+404% +$3.44M 0.35% 52
2021
Q3 		$810K Buy
7,839
+232
+3% +$24.5K 0.3% 44
2021
Q2 		$797K Buy
7,607
+119
+2% +$12.5K 0.32% 46
2021
Q1 		$757K Sell
7,488
-202
-3% -$19.5K 0.32% 46
2020
Q4 		$704K Hold
7,690
– – 0.32% 44
2020
Q3 		$622K Hold
7,690
– – 0.34% 42
2020
Q2 		$606K Sell
7,690
-1,090
-12% -$84.7K 0.36% 42
2020
Q1 		$621K Hold
8,780
– – 0.45% 34
2019
Q4 		$822K Buy
+8,780
New +$796K 0.53% 31

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 22.9% 1-Year Est. Return

Tobias Financial Advisors's VYM Position: Q2 2026 in Review

Tobias Financial Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 8,660 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #62.

Tobias Financial Advisors first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.43M in Q4 2021. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Tobias Financial Advisors held 8,660 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q2 2026.
  • Tobias Financial Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.17% of Tobias Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Tobias Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • Tobias Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $4.43M in Q4 2021.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.