RETIREMITTEN FINANCIAL LLC VYM β€” Vanguard High Dividend Yield ETF

Ownership history in RETIREMITTEN FINANCIAL LLC  Β·  1 quarter on record

AI Ownership Summary

RETIREMITTEN FINANCIAL LLC reported Vanguard High Dividend Yield ETF (VYM) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 13.69% in 2026 Q1. The latest visible filing shows VYM at 13.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMITTEN FINANCIAL LLC's position in Vanguard High Dividend Yield ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VYM was reported at 13.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.69% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RETIREMITTEN FINANCIAL LLC held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 191,212 β€” β€” 13.69% $28.3M 2026-05-14 $157.24

FAQ About RETIREMITTEN FINANCIAL LLC and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMITTEN FINANCIAL LLC reported owning VYM?

RETIREMITTEN FINANCIAL LLC reported VYM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VYM position in RETIREMITTEN FINANCIAL LLC's portfolio?

The largest reported portfolio weight for VYM was 13.69% in 2026 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMITTEN FINANCIAL LLC reported 191,212 shares, equal to 13.69% of portfolio, with an estimated market value of $28.3M.

What does the chart on this VYM ownership page compare?

The chart compares RETIREMITTEN FINANCIAL LLC's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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