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

Zuckerman Investment 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	$1.46M	Hold	9,266	–	–	0.12%	69
2026 Q1	$1.37M	Buy	9,266 +10	+0.1%	+$1.5K	0.13%	63
2025 Q4	$1.33M	Hold	9,256	–	–	0.12%	68
2025 Q3	$1.3M	Sell	9,256 -32	-0.3%	-$4.4K	0.12%	76
2025 Q2	$1.24M	Sell	9,288 -126	-1%	-$16K	0.12%	76
2025 Q1	$1.21M	Buy	9,414 +149	+2%	+$19.5K	0.13%	73
2024 Q4	$1.22M	Hold	9,265	–	–	0.12%	76
2024 Q3	$1.19M	Sell	9,265 -678	-7%	-$83.7K	0.12%	72
2024 Q2	$1.18M	Buy	9,943 +1,266	+15%	+$150K	0.14%	66
2024 Q1	$1.05M	Buy	8,677 +626	+8%	+$71.7K	0.12%	67
2023 Q4	$899K	Buy	8,051 +3,340	+71%	+$351K	0.12%	69
2023 Q3	$487K	Buy	4,711 +821	+21%	+$88.1K	0.07%	84
2023 Q2	$413K	Buy	3,890 +544	+16%	+$57.1K	0.06%	93
2023 Q1	$353K	Hold	3,346	–	–	0.05%	91
2022 Q4	$362K	Hold	3,346	–	–	0.06%	97
2022 Q3	$317K	Hold	3,346	–	–	0.06%	92
2022 Q2	$340K	Hold	3,346	–	–	0.06%	85
2022 Q1	$376K	Hold	3,346	–	–	0.06%	83
2021 Q4	$375K	Hold	3,346	–	–	0.06%	87
2021 Q3	$346K	Hold	3,346	–	–	0.06%	89
2021 Q2	$351K	Hold	3,346	–	–	0.06%	91
2021 Q1	$338K	Buy	3,346 +345	+11%	+$33.3K	0.06%	87
2020 Q4	$275K	Buy	+3,001	New	+$261K	0.05%	72

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Zuckerman Investment Group's VYM Position: Q2 2026 in Review

Zuckerman Investment Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 9,266 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #69.

Zuckerman Investment Group first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Zuckerman Investment Group held 9,266 shares of Vanguard High Dividend Yield ETF worth $1.46M as of Q2 2026.
Zuckerman Investment Group left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.12% of Zuckerman Investment Group's portfolio in Q2 2026, its #69 holding.
Zuckerman Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.