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Ferguson Wellman Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ferguson Wellman Capital 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
Q1 		$608K Sell
4,107
-272
-6% -$40.9K 0.01% 268
2025
Q4 		$628K Buy
4,379
+29
+0.7% +$4.13K 0.01% 226
2025
Q3 		$613K Sell
4,350
-155
-3% -$21.3K 0.01% 233
2025
Q2 		$601K Sell
4,505
-515
-10% -$65.2K 0.01% 225
2025
Q1 		$647K Buy
5,020
+235
+5% +$30.8K 0.01% 218
2024
Q4 		$611K Sell
4,785
-602
-11% -$78.5K 0.01% 226
2024
Q3 		$691K Buy
5,387
+832
+18% +$103K 0.01% 215
2024
Q2 		$540K Buy
4,555
+1,833
+67% +$217K 0.01% 233
2024
Q1 		$329K Buy
2,722
+116
+4% +$13.3K 0.01% 297
2023
Q4 		$291K Sell
2,606
-880
-25% -$92.5K 0.01% 316
2023
Q3 		$360K Buy
3,486
+683
+24% +$73.3K 0.01% 271
2023
Q2 		$297K Hold
2,803
– – 0.01% 311
2023
Q1 		$296K Sell
2,803
-281
-9% -$30.2K 0.01% 299
2022
Q4 		$334K Sell
3,084
-137
-4% -$14.6K 0.01% 287
2022
Q3 		$306K Sell
3,221
-639
-17% -$66.5K 0.01% 259
2022
Q2 		$393K Buy
3,860
+779
+25% +$84.4K 0.01% 244
2022
Q1 		$346K Buy
3,081
+393
+15% +$43.8K 0.01% 275
2021
Q4 		$301K Hold
2,688
– – 0.01% 288
2021
Q3 		$278K Hold
2,688
– – 0.01% 295
2021
Q2 		$282K Sell
2,688
-1,325
-33% -$139K 0.01% 295
2021
Q1 		$406K Buy
+4,013
New +$387K 0.01% 251

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

Ferguson Wellman Capital Management's VYM Position: Q1 2026 in Review

Ferguson Wellman Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q1 2026, selling an estimated $40.9K and leaving 4,107 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #268.

Ferguson Wellman Capital Management first reported a position in VYM in Q1 2021 and has held it in 21 quarters since. The position peaked at $691K in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Ferguson Wellman Capital Management held 4,107 shares of Vanguard High Dividend Yield ETF worth $608K as of Q1 2026.
  • Ferguson Wellman Capital Management sold 272 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $40.9K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #268 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 21 quarters since.
  • Ferguson Wellman Capital Management's Vanguard High Dividend Yield ETF position peaked at $691K in Q3 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.