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

Fiducient 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	$753K	Buy	4,764 +247	+5%	+$38.6K	0.11%	88
2026 Q1	$669K	Sell	4,517 -2,737	-38%	-$412K	0.09%	88
2025 Q4	$1.04M	Sell	7,254 -3,784	-34%	-$538K	0.13%	84
2025 Q3	$1.56M	Hold	11,038	–	–	0.18%	64
2025 Q2	$1.47M	Sell	11,038 -703	-6%	-$89.1K	0.18%	64
2025 Q1	$1.51M	Buy	11,741 +1,500	+15%	+$196K	0.19%	60
2024 Q4	$1.31M	Buy	10,241 +74	+0.7%	+$9.65K	0.16%	61
2024 Q3	$1.3M	Sell	10,167 -1,049	-9%	-$130K	0.15%	60
2024 Q2	$1.33M	Buy	11,216 +2,334	+26%	+$277K	0.18%	47
2024 Q1	$1.07M	Buy	8,882 +3,635	+69%	+$416K	0.21%	48
2023 Q4	$586K	Sell	5,247 -524,784	-99%	-$55.1M	0.11%	65
2023 Q3	$54.8M	Buy	530,031 +524,901	+10,232%	+$56.3M	3.09%	4
2023 Q2	$544K	Sell	5,130 -3,330	-39%	-$349K	0.17%	35
2023 Q1	$893K	Sell	8,460 -5,357	-39%	-$576K	0.29%	23
2022 Q4	$1.5M	Buy	+13,817	New	+$1.47M	0.44%	28
2022 Q3	–	Sell	-5,490	Closed	-$558K	–	84
2022 Q2	$558K	Hold	5,490	–	–	0.21%	41
2022 Q1	$617K	Buy	+5,490	New	+$612K	0.23%	32

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiducient Advisors's VYM Position: Q2 2026 in Review

Fiducient Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.5% in Q2 2026, buying an estimated $38.6K and bringing the position to 4,764 shares worth $753K. The position accounts for 0.11% of the portfolio, ranked #88.

Fiducient Advisors first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $54.8M in Q3 2023. 2,065 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fiducient Advisors held 4,764 shares of Vanguard High Dividend Yield ETF worth $753K as of Q2 2026.
Fiducient Advisors bought 247 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $38.6K.
Vanguard High Dividend Yield ETF made up 0.11% of Fiducient Advisors's portfolio in Q2 2026, its #88 holding.
Fiducient Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
Fiducient Advisors's Vanguard High Dividend Yield ETF position peaked at $54.8M in Q3 2023.
2,065 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.