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

Fiduciary Alliance’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 		$1.75M Sell
11,090
-179
-2% -$28K 0.12% 191
2026
Q1 		$1.72M Buy
11,269
+1,241
+12% +$187K 0.1% 198
2025
Q4 		$1.44M Buy
10,028
+844
+9% +$120K 0.09% 202
2025
Q3 		$1.29M Buy
9,184
+930
+11% +$128K 0.09% 204
2025
Q2 		$1.1M Buy
8,254
+2,017
+32% +$256K 0.08% 210
2025
Q1 		$804K Buy
6,237
+613
+11% +$80.2K 0.08% 193
2024
Q4 		$718K Buy
5,624
+2,658
+90% +$347K 0.07% 195
2024
Q3 		$380K Buy
2,966
+60
+2% +$7.41K 0.05% 181
2024
Q2 		$345K Sell
2,906
-458
-14% -$54.3K 0.06% 154
2024
Q1 		$406K Sell
3,364
-623
-16% -$71.4K 0.07% 139
2023
Q4 		$445K Sell
3,987
-624
-14% -$65.6K 0.09% 117
2023
Q3 		$476K Buy
4,611
+1,656
+56% +$178K 0.11% 108
2023
Q2 		$313K Buy
+2,955
New +$310K 0.07% 125
2023
Q1 		– Sell
-1,035
Closed -$112K – 861
2022
Q4 		$112K Buy
+1,035
New +$110K 0.03% 154

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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Fiduciary Alliance's VYM Position: Q2 2026 in Review

Fiduciary Alliance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, selling an estimated $28K and leaving 11,090 shares worth $1.75M. The position accounts for 0.12% of the portfolio, ranked #191.

Fiduciary Alliance first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Fiduciary Alliance held 11,090 shares of Vanguard High Dividend Yield ETF worth $1.75M as of Q2 2026.
  • Fiduciary Alliance sold 179 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $28K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #191 holding.
  • Fiduciary Alliance first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.