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

Welch 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	$1.19M	Buy	7,526 +571	+8%	+$89.2K	0.04%	115
2026 Q1	$1.03M	Sell	6,955 -155	-2%	-$23.3K	0.04%	117
2025 Q4	$1.02M	Buy	7,110 +1,059	+18%	+$151K	0.04%	117
2025 Q3	$853K	Buy	6,051 +123	+2%	+$16.9K	0.03%	129
2025 Q2	$790K	Hold	5,928	–	–	0.03%	120
2025 Q1	$756K	Hold	5,928	–	–	0.03%	112
2024 Q4	$755K	Hold	5,928	–	–	0.03%	117
2024 Q3	$760K	Hold	5,928	–	–	0.03%	112
2024 Q2	$703K	Hold	5,928	–	–	0.03%	113
2024 Q1	$717K	Buy	5,928 +201	+4%	+$23K	0.04%	103
2023 Q4	$639K	Hold	5,727	–	–	0.03%	107
2023 Q3	$592K	Hold	5,727	–	–	0.04%	98
2023 Q2	$607K	Hold	5,727	–	–	0.03%	94
2023 Q1	$604K	Hold	5,727	–	–	0.04%	98
2022 Q4	$620K	Hold	5,727	–	–	0.04%	103
2022 Q3	$543K	Buy	5,727 +167	+3%	+$17.4K	0.04%	92
2022 Q2	$565K	Hold	5,560	–	–	0.03%	97
2022 Q1	$624K	Buy	5,560 +710	+15%	+$79.2K	0.04%	100
2021 Q4	$544K	Buy	4,850 +1,310	+37%	+$143K	0.03%	118
2021 Q3	$366K	Hold	3,540	–	–	0.02%	129
2021 Q2	$371K	Sell	3,540 -207	-6%	-$21.7K	0.03%	125
2021 Q1	$379K	Sell	3,747 -345	-8%	-$33.3K	0.03%	121
2020 Q4	$374K	Buy	4,092 +552	+16%	+$48K	0.03%	108
2020 Q3	$286K	Hold	3,540	–	–	0.03%	116
2020 Q2	$279K	Sell	3,540 -721	-17%	-$56.1K	0.03%	109
2020 Q1	$302K	Buy	+4,261	New	+$366K	0.03%	96

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Welch Group's VYM Position: Q2 2026 in Review

Welch Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 7,526 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #115.

Welch Group first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 960 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Welch Group held 7,526 shares of Vanguard High Dividend Yield ETF worth $1.19M as of Q2 2026.
Welch Group bought 571 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $89.2K.
Vanguard High Dividend Yield ETF made up 0.04% of Welch Group's portfolio in Q2 2026, its #115 holding.
Welch Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
960 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.