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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 2,061 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.
  • 2,061 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.