ZIG
VYM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zuckerman Investment Group's VYM Position: Q1 2026 in Review

Zuckerman Investment Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.11% in Q1 2026, buying an estimated $1.5K and bringing the position to 9,266 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #63.

Zuckerman Investment Group first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Zuckerman Investment Group held 9,266 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q1 2026.
  • Zuckerman Investment Group bought 10 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.5K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Zuckerman Investment Group's portfolio in Q1 2026, its #63 holding.
  • Zuckerman Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.