Winebrenner Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Winebrenner Capital Management’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	$1.3M	Buy	8,242 +4	+0%	+$625	0.79%	33
2026 Q1	$1.22M	Hold	8,238	–	–	0.78%	33
2025 Q4	$1.18M	Buy	8,238 +2	+0%	+$284	0.79%	34
2025 Q3	$1.16M	Buy	8,236 +293	+4%	+$40.3K	0.83%	36
2025 Q2	$1.06M	Buy	7,943 +1	+0%	+$127	0.85%	35
2025 Q1	$1.02M	Sell	7,942 -23	-0.3%	-$3.01K	0.92%	30
2024 Q4	$1.02M	Buy	+7,965	New	+$1.04M	0.78%	39

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Winebrenner Capital Management's VYM Position: Q2 2026 in Review

Winebrenner Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q2 2026, buying an estimated $625 and bringing the position to 8,242 shares worth $1.3M. The position accounts for 0.79% of the portfolio, ranked #33.

Winebrenner Capital Management first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Winebrenner Capital Management held 8,242 shares of Vanguard High Dividend Yield ETF worth $1.3M as of Q2 2026.
Winebrenner Capital Management bought 4 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $625.
Vanguard High Dividend Yield ETF made up 0.79% of Winebrenner Capital Management's portfolio in Q2 2026, its #33 holding.
Winebrenner Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.