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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$464K Buy
2,936
+2
+0.1% +$313 0.06% 62
2026
Q1 		$435K Buy
2,934
+1
+0% +$150 0.07% 63
2025
Q4 		$421K Buy
2,933
+2
+0.1% +$284 0.06% 67
2025
Q3 		$413K Sell
2,931
-14
-0.5% -$1.92K 0.07% 65
2025
Q2 		$393K Buy
2,945
+2
+0.1% +$253 0.08% 63
2025
Q1 		$380K Sell
2,943
-3
-0.1% -$393 0.09% 58
2024
Q4 		$376K Buy
2,946
+1
+0% +$130 0.09% 58
2024
Q3 		$377K Buy
2,945
+2
+0.1% +$247 0.09% 57
2024
Q2 		$349K Buy
2,943
+2
+0.1% +$237 0.1% 63
2024
Q1 		$356K Sell
2,941
-7,570
-72% -$867K 0.11% 60
2023
Q4 		$1.17M Buy
10,511
+101
+1% +$10.6K 0.36% 36
2023
Q3 		$1.08M Buy
10,410
+75
+0.7% +$8.05K 0.37% 31
2023
Q2 		$1.1M Buy
10,335
+10,092
+4,153% +$1.06M 0.37% 31
2023
Q1 		$25.6K Hold
243
– – 0.01% 194
2022
Q4 		$26.3K Hold
243
– – 0.01% 184
2022
Q3 		$23.1K Hold
243
– – 0.01% 190
2022
Q2 		$24.7K Hold
243
– – 0.01% 185
2022
Q1 		$27.3K Hold
243
– – 0.01% 181
2021
Q4 		$27.2K Buy
+243
New +$26.4K 0.01% 191

Other funds holding VYM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VYM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q2 2026, buying an estimated $313 and bringing the position to 2,936 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #62.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2023. 857 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,936 shares of Vanguard High Dividend Yield ETF worth $464K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.06% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #62 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard High Dividend Yield ETF position peaked at $1.17M in Q4 2023.
  • 857 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.