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Financial Advocates Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$1.16M Sell
8,265
-5,942
-42% -$817K 0.65% 44
2025
Q2 		$1.89M Sell
14,207
-10,356
-42% -$1.31M 0.15% 133
2025
Q1 		$3.17M Buy
24,563
+305
+1% +$39.9K 0.22% 103
2024
Q4 		$3.1M Sell
24,258
-3,813
-14% -$497K 0.18% 131
2024
Q3 		$3.6M Sell
28,071
-964
-3% -$119K 0.2% 109
2024
Q2 		$3.44M Sell
29,035
-3,452
-11% -$409K 0.21% 104
2024
Q1 		$3.93M Sell
32,487
-1,095
-3% -$125K 0.23% 101
2023
Q4 		$3.75M Sell
33,582
-1,232
-4% -$129K 0.25% 97
2023
Q3 		$3.6M Buy
34,814
+1,628
+5% +$175K 0.26% 95
2023
Q2 		$3.52M Sell
33,186
-728
-2% -$76.4K 0.25% 101
2023
Q1 		$3.58M Buy
33,914
+3,388
+11% +$364K 0.26% 94
2022
Q4 		$3.3M Sell
30,526
-1,536
-5% -$163K 0.25% 101
2022
Q3 		$2.92M Sell
32,062
-341
-1% -$35.5K 0.24% 113
2022
Q2 		$3.29M Sell
32,403
-2,935
-8% -$318K 0.27% 94
2022
Q1 		$3.97M Sell
35,338
-403
-1% -$44.9K 0.26% 95
2021
Q4 		$4.01M Sell
35,741
-3,219
-8% -$350K 0.25% 97
2021
Q3 		$4.03M Buy
38,960
+929
+2% +$98.2K 0.27% 95
2021
Q2 		$3.98M Sell
38,031
-3,447
-8% -$362K 0.27% 86
2021
Q1 		$4.19M Sell
41,478
-237
-0.6% -$22.9K 0.3% 70
2020
Q4 		$3.82M Sell
41,715
-2,691
-6% -$234K 0.26% 85
2020
Q3 		$3.59M Sell
44,406
-212
-0.5% -$17.4K 0.31% 72
2020
Q2 		$3.52M Buy
44,618
+6,289
+16% +$489K 0.33% 73
2020
Q1 		$2.71M Sell
38,329
-5,612
-13% -$482K 0.39% 67
2019
Q4 		$4.12M Buy
43,941
+1,169
+3% +$106K 0.44% 55
2019
Q3 		$3.79M Buy
42,772
+607
+1% +$53.1K 0.43% 55
2019
Q2 		$3.68M Buy
42,165
+402
+1% +$34.8K 0.43% 55
2019
Q1 		$3.58M Sell
41,763
-2,355
-5% -$197K 0.44% 56
2018
Q4 		$3.44M Sell
44,118
-2,134
-5% -$178K 0.47% 52
2018
Q3 		$4.03M Buy
46,252
+2,485
+6% +$215K 0.45% 52
2018
Q2 		$3.63M Buy
43,767
+15,498
+55% +$1.3M 0.44% 57
2018
Q1 		$2.33M Sell
28,269
-2,333
-8% -$201K 0.3% 82
2017
Q4 		$2.62M Buy
+30,602
New +$2.56M 0.36% 67

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 $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's VYM Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 42% in Q3 2025, selling an estimated $817K and leaving 8,265 shares worth $1.16M. The position accounts for 0.65% of the portfolio, ranked #44.

Financial Advocates Investment Management first reported a position in VYM in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.19M in Q1 2021. 1,837 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Financial Advocates Investment Management held 8,265 shares of Vanguard High Dividend Yield ETF worth $1.16M as of Q3 2025.
  • Financial Advocates Investment Management sold 5,942 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $817K.
  • Vanguard High Dividend Yield ETF made up 0.65% of Financial Advocates Investment Management's portfolio in Q3 2025, its #44 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard High Dividend Yield ETF position peaked at $4.19M in Q1 2021.
  • 1,837 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.