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

Victory 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	$4.19M	Sell	26,542 -1,420	-5%	-$222K	0.44%	35
2026 Q1	$4.14M	Sell	27,962 -451	-2%	-$67.8K	0.51%	35
2025 Q4	$4.08M	Sell	28,413 -2,247	-7%	-$320K	0.51%	35
2025 Q3	$4.32M	Buy	30,660 +4,042	+15%	+$555K	0.59%	29
2025 Q2	$3.55M	Buy	26,618 +2,789	+12%	+$353K	0.56%	34
2025 Q1	$3.07M	Sell	23,829 -4,991	-17%	-$653K	0.59%	33
2024 Q4	$3.68M	Buy	+28,820	New	+$3.76M	0.97%	21
2024 Q2	$3.09M	Sell	26,039 -159	-0.6%	-$18.9K	1.45%	13
2024 Q1	$3.17M	Sell	26,198 -5,427	-17%	-$622K	1.88%	11
2023 Q4	$3.53M	Buy	+31,625	New	+$3.32M	2.39%	10

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Victory Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.1% in Q2 2026, selling an estimated $222K and leaving 26,542 shares worth $4.19M. The position accounts for 0.44% of the portfolio, ranked #35.

Victory Financial Group first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.32M in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Victory Financial Group held 26,542 shares of Vanguard High Dividend Yield ETF worth $4.19M as of Q2 2026.
Victory Financial Group sold 1,420 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $222K.
Vanguard High Dividend Yield ETF made up 0.44% of Victory Financial Group's portfolio in Q2 2026, its #35 holding.
Victory Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's Vanguard High Dividend Yield ETF position peaked at $4.32M in Q3 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.