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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
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 $1.37T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tobias Financial Advisors's VYM Position: Q1 2026 in Review

Tobias Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.8% in Q1 2026, buying an estimated $10.4K and bringing the position to 8,660 shares worth $1.28M. The position accounts for 0.18% of the portfolio, ranked #63.

Tobias Financial Advisors first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.43M in Q4 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Tobias Financial Advisors held 8,660 shares of Vanguard High Dividend Yield ETF worth $1.28M as of Q1 2026.
  • Tobias Financial Advisors bought 69 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $10.4K.
  • Vanguard High Dividend Yield ETF made up 0.18% of Tobias Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Tobias Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $4.43M in Q4 2021.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.