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Weitzel Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Weitzel Financial Services’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 		$524K Sell
3,301
-4
-0.1% -$625 0.18% 31
2026
Q1 		$491K Hold
3,305
– – 0.19% 31
2025
Q4 		$478K Hold
3,305
– – 0.19% 31
2025
Q3 		$461K Sell
3,305
-4
-0.1% -$550 0.19% 31
2025
Q2 		$447K Sell
3,309
-27
-0.8% -$3.42K 0.19% 30
2025
Q1 		$414K Hold
3,336
– – 0.2% 28
2024
Q4 		$429K Sell
3,336
-38
-1% -$4.96K 0.2% 30
2024
Q3 		$431K Buy
3,374
+84
+3% +$10.4K 0.2% 28
2024
Q2 		$389K Sell
3,290
-27
-0.8% -$3.2K 0.19% 27
2024
Q1 		$399K Sell
3,317
-65
-2% -$7.45K 0.2% 26
2023
Q4 		$381K Sell
3,382
-4
-0.1% -$420 0.2% 26
2023
Q3 		$342K Hold
3,386
– – 0.2% 28
2023
Q2 		$359K Buy
3,386
+3
+0.1% +$315 0.2% 27
2023
Q1 		$360K Buy
3,383
+396
+13% +$42.6K 0.22% 26
2022
Q4 		$323K Buy
2,987
+340
+13% +$36.2K 0.21% 26
2022
Q3 		$251K Buy
2,647
+74
+3% +$7.7K 0.18% 30
2022
Q2 		$262K Hold
2,573
– – 0.18% 29
2022
Q1 		$289K Hold
2,573
– – 0.18% 24
2021
Q4 		$288K Hold
2,573
– – 0.17% 24
2021
Q3 		$269K Sell
2,573
-267,128
-99% -$28.2M 0.17% 25
2021
Q2 		$2.57M Buy
269,701
+267,128
+10,382% +$28M 0.09% 26
2021
Q1 		$269K Hold
2,573
– – 0.19% 23
2020
Q4 		$246K Buy
+2,573
New +$224K 0.18% 24

Other funds holding VYM

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Weitzel Financial Services's VYM Position: Q2 2026 in Review

Weitzel Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.12% in Q2 2026, selling an estimated $625 and leaving 3,301 shares worth $524K. The position accounts for 0.18% of the portfolio, ranked #31.

Weitzel Financial Services first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.57M in Q2 2021. 485 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Weitzel Financial Services held 3,301 shares of Vanguard High Dividend Yield ETF worth $524K as of Q2 2026.
  • Weitzel Financial Services sold 4 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $625.
  • Vanguard High Dividend Yield ETF made up 0.18% of Weitzel Financial Services's portfolio in Q2 2026, its #31 holding.
  • Weitzel Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's Vanguard High Dividend Yield ETF position peaked at $2.57M in Q2 2021.
  • 485 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.