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
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 $1.37T 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

Financial Engines Advisors's VYM Position: Q1 2026 in Review

Financial Engines Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q1 2026, selling an estimated $83.1K and leaving 15,193 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Financial Engines Advisors first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Financial Engines Advisors held 15,193 shares of Vanguard High Dividend Yield ETF worth $2.25M as of Q1 2026.
  • Financial Engines Advisors sold 553 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $83.1K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #214 holding.
  • Financial Engines Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Engines Advisors's Vanguard High Dividend Yield ETF position peaked at $2.26M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.