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FFG Retirement Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FFG Retirement Advisors’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 		$6.73M Sell
42,609
-318
-0.7% -$49.7K 3.56% 7
2026
Q1 		$6.36M Sell
42,927
-3,434
-7% -$516K 3.7% 6
2025
Q4 		$6.65M Sell
46,361
-568
-1% -$80.8K 4.13% 5
2025
Q3 		$6.61M Sell
46,929
-104
-0.2% -$14.3K 4.1% 5
2025
Q2 		$6.27M Buy
47,033
+3,062
+7% +$388K 3.93% 6
2025
Q1 		$5.67M Buy
43,971
+4,195
+11% +$549K 3.86% 6
2024
Q4 		$5.08M Sell
39,776
-274
-0.7% -$35.7K 3.32% 8
2024
Q3 		$5.13M Sell
40,050
-246
-0.6% -$30.4K 3.34% 8
2024
Q2 		$4.78M Sell
40,296
-905
-2% -$107K 3.33% 8
2024
Q1 		$4.98M Buy
41,201
+843
+2% +$96.6K 3.51% 7
2023
Q4 		$4.51M Sell
40,358
-257
-0.6% -$27K 3.48% 9
2023
Q3 		$4.2M Buy
40,615
+61
+0.2% +$6.54K 3.48% 9
2023
Q2 		$4.3M Buy
40,554
+356
+0.9% +$37.3K 3.44% 9
2023
Q1 		$4.24M Sell
40,198
-2,643
-6% -$284K 3.63% 8
2022
Q4 		$4.64M Buy
+42,841
New +$4.56M 4.23% 7

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

FFG Retirement Advisors's VYM Position: Q2 2026 in Review

FFG Retirement Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.74% in Q2 2026, selling an estimated $49.7K and leaving 42,609 shares worth $6.73M. The position accounts for 3.56% of the portfolio, ranked #7.

FFG Retirement Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • FFG Retirement Advisors held 42,609 shares of Vanguard High Dividend Yield ETF worth $6.73M as of Q2 2026.
  • FFG Retirement Advisors sold 318 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $49.7K.
  • Vanguard High Dividend Yield ETF made up 3.56% of FFG Retirement Advisors's portfolio in Q2 2026, its #7 holding.
  • FFG Retirement Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.