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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiducient Advisors's VYM Position: Q1 2026 in Review

Fiducient Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 38% in Q1 2026, selling an estimated $412K and leaving 4,517 shares worth $669K. The position accounts for 0.09% of the portfolio, ranked #88.

Fiducient Advisors first reported a position in VYM in Q1 2022 and has held it in 16 quarters since. The position peaked at $54.8M in Q3 2023. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Fiducient Advisors held 4,517 shares of Vanguard High Dividend Yield ETF worth $669K as of Q1 2026.
  • Fiducient Advisors sold 2,737 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $412K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Fiducient Advisors's portfolio in Q1 2026, its #88 holding.
  • Fiducient Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 16 quarters since.
  • Fiducient Advisors's Vanguard High Dividend Yield ETF position peaked at $54.8M in Q3 2023.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.