WFM
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Wolff Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wolff Financial 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 		$35.2M Sell
222,765
-1,335
-0.6% -$209K 7.02% 6
2026
Q1 		$33.2M Buy
224,100
+3,835
+2% +$577K 7.33% 5
2025
Q4 		$31.6M Buy
220,265
+3,376
+2% +$480K 7.11% 5
2025
Q3 		$30.6M Buy
216,889
+6,028
+3% +$828K 7.1% 5
2025
Q2 		$28.1M Buy
210,861
+4,445
+2% +$563K 7.26% 5
2025
Q1 		$26.6M Buy
206,416
+753
+0.4% +$98.6K 7.37% 5
2024
Q4 		$26.2M Sell
205,663
-2,886
-1% -$376K 7.28% 6
2024
Q3 		$26.7M Buy
+208,549
New +$25.7M 7.26% 5
2024
Q2 		– Sell
-203,527
Closed -$24.6M – 96
2024
Q1 		$24.6M Sell
203,527
-736
-0.4% -$84.3K 7.18% 6
2023
Q4 		$22.8M Buy
204,263
+5,433
+3% +$571K 7.04% 6
2023
Q3 		$20.5M Buy
+198,830
New +$21.3M 7.01% 5
2023
Q2 		– Sell
-185,246
Closed -$19.5M – 100
2023
Q1 		$19.5M Buy
185,246
+10,379
+6% +$1.12M 6.81% 5
2022
Q4 		$18.9M Buy
174,867
+24,290
+16% +$2.58M 7% 2
2022
Q3 		$14.3M Buy
150,577
+10,456
+7% +$1.09M 6.52% 3
2022
Q2 		$14.3M Buy
140,121
+2,255
+2% +$244K 6.34% 3
2022
Q1 		$15.5M Buy
137,866
+2,077
+2% +$232K 6.14% 3
2021
Q4 		$15.2M Buy
+135,789
New +$14.8M 5.76% 3
2021
Q1 		$12.9M Buy
127,949
+102,088
+395% +$9.85M 5.93% 3
2020
Q4 		$2.37M Sell
25,861
-817
-3% -$71K 1.24% 22
2020
Q3 		$2.16M Sell
26,678
-81
-0.3% -$6.63K 1.28% 20
2020
Q2 		$2.11M Buy
26,759
+2,758
+11% +$214K 1.34% 19
2020
Q1 		$1.7M Buy
24,001
+10,917
+83% +$938K 1.28% 19
2019
Q4 		$1.23M Buy
13,084
+1,213
+10% +$110K 0.81% 25
2019
Q3 		$1.05M Buy
11,871
+131
+1% +$11.5K 0.77% 27
2019
Q2 		$1.03M Buy
11,740
+1,064
+10% +$92K 0.79% 26
2019
Q1 		$915K Buy
10,676
+12
+0.1% +$1K 0.76% 27
2018
Q4 		$832K Buy
+10,664
New +$889K 0.81% 27

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

Wolff Financial Management's VYM Position: Q2 2026 in Review

Wolff Financial Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.6% in Q2 2026, selling an estimated $209K and leaving 222,765 shares worth $35.2M. The position accounts for 7.02% of the portfolio, ranked #6.

Wolff Financial Management first reported a position in VYM in Q4 2018 and has held it in 27 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wolff Financial Management held 222,765 shares of Vanguard High Dividend Yield ETF worth $35.2M as of Q2 2026.
  • Wolff Financial Management sold 1,335 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $209K.
  • Vanguard High Dividend Yield ETF made up 7.02% of Wolff Financial Management's portfolio in Q2 2026, its #6 holding.
  • Wolff Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 27 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.