ZF
VYM icon

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

Zhang Financial’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 		$54.3M Buy
343,695
+14,014
+4% +$2.19M 1.59% 15
2026
Q1 		$48.8M Buy
329,681
+15,633
+5% +$2.35M 1.69% 14
2025
Q4 		$45.1M Sell
314,048
-2,940
-0.9% -$418K 1.68% 14
2025
Q3 		$44.7M Buy
316,988
+21,571
+7% +$2.96M 1.82% 13
2025
Q2 		$39.4M Buy
295,417
+8,471
+3% +$1.07M 1.82% 14
2025
Q1 		$37M Buy
286,946
+7,426
+3% +$972K 1.96% 14
2024
Q4 		$35.7M Buy
279,520
+5,101
+2% +$665K 2.04% 13
2024
Q3 		$35.2M Buy
274,419
+19,931
+8% +$2.46M 2.22% 11
2024
Q2 		$30.2M Buy
254,488
+12,659
+5% +$1.5M 2.11% 11
2024
Q1 		$29.3M Buy
241,829
+33,909
+16% +$3.89M 2.17% 11
2023
Q4 		$23.2M Buy
207,920
+19,765
+11% +$2.08M 1.99% 12
2023
Q3 		$19.4M Buy
188,155
+16,530
+10% +$1.77M 1.97% 14
2023
Q2 		$18.2M Buy
171,625
+37,594
+28% +$3.94M 1.87% 15
2023
Q1 		$14.1M Buy
134,031
+31,653
+31% +$3.4M 1.61% 17
2022
Q4 		$11.1M Buy
102,378
+30,176
+42% +$3.21M 1.41% 18
2022
Q3 		$6.85M Buy
72,202
+31,055
+75% +$3.23M 1.03% 19
2022
Q2 		$4.18M Buy
41,147
+31,005
+306% +$3.36M 0.67% 29
2022
Q1 		$1.14M Buy
+10,142
New +$1.13M 0.19% 73
2021
Q4 		– Sell
-5,256
Closed -$543K – 212
2021
Q3 		$543K Buy
5,256
+20
+0.4% +$2.11K 0.13% 84
2021
Q2 		$548K Buy
5,236
+19
+0.4% +$2K 0.13% 73
2021
Q1 		$534K Sell
5,217
-377
-7% -$36.4K 0.14% 72
2020
Q4 		$522K Buy
+5,594
New +$486K 0.16% 63

Other funds holding VYM

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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

Zhang Financial's VYM Position: Q2 2026 in Review

Zhang Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q2 2026, buying an estimated $2.19M and bringing the position to 343,695 shares worth $54.3M. The position accounts for 1.59% of the portfolio, ranked #15.

Zhang Financial first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Zhang Financial held 343,695 shares of Vanguard High Dividend Yield ETF worth $54.3M as of Q2 2026.
  • Zhang Financial bought 14,014 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.19M.
  • Vanguard High Dividend Yield ETF made up 1.59% of Zhang Financial's portfolio in Q2 2026, its #15 holding.
  • Zhang Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.