Fiduciary Advisors Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fiduciary Advisors Inc’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	$4.52M	Buy	30,541 +9	+0%	+$1.35K	3.4%	10
2025 Q4	$4.38M	Buy	30,532 +1,479	+5%	+$210K	3.33%	11
2025 Q3	$4.1M	Buy	29,053 +1,245	+4%	+$171K	3.31%	11
2025 Q2	$3.71M	Buy	27,808 +3,270	+13%	+$414K	3.26%	12
2025 Q1	$3.16M	Buy	24,538 +1,009	+4%	+$132K	3.12%	12
2024 Q4	$3M	Buy	+23,529	New	+$3.07M	3.02%	12

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Advisors Inc's VYM Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.03% in Q1 2026, buying an estimated $1.35K and bringing the position to 30,541 shares worth $4.52M. The position accounts for 3.4% of the portfolio, ranked #10.

Fiduciary Advisors Inc first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Fiduciary Advisors Inc held 30,541 shares of Vanguard High Dividend Yield ETF worth $4.52M as of Q1 2026.
Fiduciary Advisors Inc bought 9 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.35K.
Vanguard High Dividend Yield ETF made up 3.4% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #10 holding.
Fiduciary Advisors Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.