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

Financial Engines 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 		$2.52M Buy
15,978
+785
+5% +$123K ﹤0.01% 216
2026
Q1 		$2.25M Sell
15,193
-553
-4% -$83.1K ﹤0.01% 214
2025
Q4 		$2.26M Buy
15,746
+834
+6% +$119K ﹤0.01% 226
2025
Q3 		$2.1M Buy
14,912
+92
+0.6% +$12.6K ﹤0.01% 231
2025
Q2 		$1.98M Buy
14,820
+2,352
+19% +$298K ﹤0.01% 220
2025
Q1 		$1.61M Sell
12,468
-1,166
-9% -$153K ﹤0.01% 208
2024
Q4 		$1.74M Buy
13,634
+2,874
+27% +$375K ﹤0.01% 208
2024
Q3 		$1.38M Buy
10,760
+1,461
+16% +$180K ﹤0.01% 210
2024
Q2 		$1.1M Buy
9,299
+2,610
+39% +$310K ﹤0.01% 206
2024
Q1 		$809K Buy
6,689
+795
+13% +$91.1K ﹤0.01% 214
2023
Q4 		$658K Sell
5,894
-29
-0.5% -$3.05K ﹤0.01% 210
2023
Q3 		$612K Sell
5,923
-60
-1% -$6.44K ﹤0.01% 190
2023
Q2 		$635K Buy
5,983
+2,016
+51% +$211K ﹤0.01% 193
2023
Q1 		$418K Sell
3,967
-2,977
-43% -$320K ﹤0.01% 224
2022
Q4 		$751K Buy
6,944
+130
+2% +$13.8K ﹤0.01% 193
2022
Q3 		$646K Buy
6,814
+73
+1% +$7.59K ﹤0.01% 185
2022
Q2 		$685K Sell
6,741
-22
-0.3% -$2.38K ﹤0.01% 178
2022
Q1 		$759K Sell
6,763
-583
-8% -$65K ﹤0.01% 176
2021
Q4 		$824K Sell
7,346
-47
-0.6% -$5.11K ﹤0.01% 130
2021
Q3 		$764K Buy
7,393
+183
+3% +$19.3K ﹤0.01% 132
2021
Q2 		$755K Buy
7,210
+4,347
+152% +$456K ﹤0.01% 120
2021
Q1 		$289K Sell
2,863
-78
-3% -$7.52K ﹤0.01% 213
2020
Q4 		$269K Buy
+2,941
New +$255K ﹤0.01% 220

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors's VYM Position: Q2 2026 in Review

Financial Engines Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.2% in Q2 2026, buying an estimated $123K and bringing the position to 15,978 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Financial Engines Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Financial Engines Advisors held 15,978 shares of Vanguard High Dividend Yield ETF worth $2.52M as of Q2 2026.
  • Financial Engines Advisors bought 785 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $123K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #216 holding.
  • Financial Engines Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.