Values Added Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Values Added Financial’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	$1.33M	Buy	8,997 +304	+3%	+$45.7K	0.56%	41
2025 Q4	$1.25M	Hold	8,693	–	–	0.53%	42
2025 Q3	$1.23M	Hold	8,693	–	–	0.54%	40
2025 Q2	$1.16M	Hold	8,693	–	–	0.56%	38
2025 Q1	$1.12M	Buy	8,693 +505	+6%	+$66.1K	0.62%	36
2024 Q4	$1.04M	Buy	8,188 +3,975	+94%	+$518K	0.6%	36
2024 Q3	$540K	Buy	+4,213	New	+$520K	0.34%	54

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

Values Added Financial's VYM Position: Q1 2026 in Review

Values Added Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q1 2026, buying an estimated $45.7K and bringing the position to 8,997 shares worth $1.33M. The position accounts for 0.56% of the portfolio, ranked #41.

Values Added Financial first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Values Added Financial held 8,997 shares of Vanguard High Dividend Yield ETF worth $1.33M as of Q1 2026.
Values Added Financial bought 304 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $45.7K.
Vanguard High Dividend Yield ETF made up 0.56% of Values Added Financial's portfolio in Q1 2026, its #41 holding.
Values Added Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.