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 Q3	$1.16M	Sell	7,506 -20	-0.3%	-$3.24K	0.04%	120
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Welch Group's VYM Position: Q3 2026 in Review

Welch Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.27% in Q3 2026, selling an estimated $3.24K and leaving 7,506 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #120.

Welch Group first reported a position in VYM in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.19M in Q2 2026. 971 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Welch Group held 7,506 shares of Vanguard High Dividend Yield ETF worth $1.16M as of Q3 2026.
Welch Group sold 20 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $3.24K.
Vanguard High Dividend Yield ETF made up 0.04% of Welch Group's portfolio in Q3 2026, its #120 holding.
Welch Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 27 quarters since.
Welch Group's Vanguard High Dividend Yield ETF position peaked at $1.19M in Q2 2026.
971 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.