Financial Connections Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Financial Connections Group’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	$74K	Hold	502	–	–	0.03%	98
2025 Q4	$72K	Hold	502	–	–	0.02%	97
2025 Q3	$70K	Hold	502	–	–	0.03%	98
2025 Q2	$66K	Hold	502	–	–	0.03%	94
2025 Q1	$64K	Sell	502 -24	-5%	-$3.14K	0.03%	92
2024 Q4	$67K	Hold	526	–	–	0.03%	79
2024 Q3	$67K	Hold	526	–	–	0.03%	81
2024 Q2	$62K	Buy	+526	New	+$62.4K	0.03%	89
2024 Q1	–	Sell	-526	Closed	-$58K	–	277
2023 Q4	$58K	Buy	+526	New	+$55.3K	0.04%	97
2023 Q3	–	Sell	-917	Closed	-$97K	–	247
2023 Q2	$97K	Sell	917 -48	-5%	-$5.04K	0.06%	82
2023 Q1	$101K	Hold	965	–	–	0.07%	65
2022 Q4	$104K	Buy	965 +289	+43%	+$30.8K	0.08%	65
2022 Q3	$64K	Hold	676	–	–	0.05%	66
2022 Q2	$68K	Hold	676	–	–	0.06%	89
2022 Q1	$75K	Hold	676	–	–	0.08%	82
2021 Q4	$75K	Buy	+676	New	+$73.5K	0.07%	84

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

Financial Connections Group's VYM Position: Q1 2026 in Review

Financial Connections Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 502 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #98.

Financial Connections Group first reported a position in VYM in Q4 2021 and has held it in 16 quarters since. The position peaked at $104K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Financial Connections Group held 502 shares of Vanguard High Dividend Yield ETF worth $74K as of Q1 2026.
Financial Connections Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #98 holding.
Financial Connections Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard High Dividend Yield ETF position peaked at $104K in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.