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FineMark National Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FineMark National Bank & Trust’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
Q4 		$28.2M Buy
196,748
+1,701
+0.9% +$242K 0.88% 24
2025
Q3 		$27.5M Sell
195,047
-16,737
-8% -$2.3M 0.9% 21
2025
Q2 		$28.2M Buy
211,784
+13,126
+7% +$1.66M 0.96% 18
2025
Q1 		$25.6M Buy
198,658
+940
+0.5% +$123K 0.94% 21
2024
Q4 		$25.2M Sell
197,718
-1,688
-0.8% -$220K 0.88% 22
2024
Q3 		$25.6M Sell
199,406
-2,750
-1% -$339K 0.89% 21
2024
Q2 		$24M Sell
202,156
-6,889
-3% -$817K 0.88% 22
2024
Q1 		$25.3M Sell
209,045
-3,108
-1% -$356K 0.94% 21
2023
Q4 		$23.7M Sell
212,153
-24,540
-10% -$2.58M 0.97% 18
2023
Q3 		$24.5M Sell
236,693
-20,493
-8% -$2.2M 1.06% 16
2023
Q2 		$27.3M Buy
257,186
+5,128
+2% +$538K 1.12% 14
2023
Q1 		$26.6M Sell
252,058
-1,728
-0.7% -$186K 1.14% 12
2022
Q4 		$27.5M Buy
253,786
+55,171
+28% +$5.87M 1.24% 10
2022
Q3 		$18.8M Buy
198,615
+10,213
+5% +$1.06M 0.9% 17
2022
Q2 		$19.2M Buy
188,402
+43,746
+30% +$4.74M 0.85% 21
2022
Q1 		$16.2M Buy
144,656
+38,404
+36% +$4.28M 0.64% 36
2021
Q4 		$11.9M Buy
106,252
+3,307
+3% +$360K 0.45% 54
2021
Q3 		$10.6M Buy
102,945
+1,870
+2% +$198K 0.45% 54
2021
Q2 		$10.6M Buy
101,075
+4,080
+4% +$428K 0.43% 56
2021
Q1 		$9.8M Sell
96,995
-5,867
-6% -$566K 0.41% 57
2020
Q4 		$9.41M Buy
102,862
+5,065
+5% +$440K 0.42% 53
2020
Q3 		$7.92M Buy
97,797
+1,630
+2% +$134K 0.38% 58
2020
Q2 		$7.58M Sell
96,167
-4,792
-5% -$373K 0.42% 57
2020
Q1 		$7.14M Sell
100,959
-3,054
-3% -$262K 0.45% 58
2019
Q4 		$9.75M Buy
104,013
+1,952
+2% +$177K 0.49% 53
2019
Q3 		$9.06M Sell
102,061
-1,957
-2% -$171K 0.48% 53
2019
Q2 		$9.09M Buy
104,018
+39,635
+62% +$3.43M 0.51% 49
2019
Q1 		$5.51M Sell
64,383
-3,948
-6% -$330K 0.32% 75
2018
Q4 		$5.33M Sell
68,331
-4,917
-7% -$410K 0.36% 72
2018
Q3 		$6.38M Buy
73,248
+2,077
+3% +$180K 0.39% 68
2018
Q2 		$5.91M Buy
71,171
+486
+0.7% +$40.7K 0.36% 72
2018
Q1 		$5.83M Sell
70,685
-4,553
-6% -$391K 0.37% 67
2017
Q4 		$6.44M Buy
75,238
+6,176
+9% +$516K 0.41% 60
2017
Q3 		$5.6M Buy
69,062
+3,164
+5% +$251K 0.37% 71
2017
Q2 		$5.15M Buy
65,898
+4,182
+7% +$326K 0.37% 70
2017
Q1 		$4.79M Buy
61,716
+4,201
+7% +$324K 0.35% 77
2016
Q4 		$4.36M Buy
57,515
+9,856
+21% +$723K 0.35% 71
2016
Q3 		$3.44M Buy
47,659
+3,623
+8% +$263K 0.37% 78
2016
Q2 		$3.15M Buy
44,036
+7,596
+21% +$531K 0.35% 79
2016
Q1 		$2.52M Buy
36,440
+15,004
+70% +$983K 0.3% 88
2015
Q4 		$1.43M Buy
21,436
+8,715
+69% +$585K 0.17% 128
2015
Q3 		$797K Buy
12,721
+10,973
+628% +$722K 0.11% 154
2015
Q2 		$118K Sell
1,748
-850
-33% -$59K 0.02% 444
2015
Q1 		$177K Sell
2,598
-200
-7% -$13.7K 0.02% 373
2014
Q4 		$192K Sell
2,798
-465
-14% -$31.5K 0.03% 353
2014
Q3 		$217K Sell
3,263
-212
-6% -$14.1K 0.03% 325
2014
Q2 		$230K Sell
3,475
-1,375
-28% -$88.9K 0.04% 311
2014
Q1 		$306K Buy
4,850
+200
+4% +$12.3K 0.06% 253
2013
Q4 		$290K Buy
4,650
+2,850
+158% +$172K 0.06% 260
2013
Q3 		$103K Buy
1,800
+1,300
+260% +$75.5K 0.03% 413
2013
Q2 		$28K Buy
+500
New +$28.3K 0.01% 697

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $786B AUM 40.34% 1-Year Est. Return

FineMark National Bank & Trust's VYM Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.87% in Q4 2025, buying an estimated $242K and bringing the position to 196,748 shares worth $28.2M. The position accounts for 0.88% of the portfolio, ranked #24.

FineMark National Bank & Trust first reported a position in VYM in Q2 2013 and has held it in 51 quarters since. 2,000 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • FineMark National Bank & Trust held 196,748 shares of Vanguard High Dividend Yield ETF worth $28.2M as of Q4 2025.
  • FineMark National Bank & Trust bought 1,701 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $242K.
  • Vanguard High Dividend Yield ETF made up 0.88% of FineMark National Bank & Trust's portfolio in Q4 2025, its #24 holding.
  • FineMark National Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 51 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.