First Citizens Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Citizens Asset 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
2026 Q2	$950K	Sell	6,011 -131	-2%	-$20.5K	0.3%	15
2026 Q1	$910K	Buy	6,142 +438	+8%	+$65.9K	0.32%	15
2025 Q4	$819K	Buy	5,704 +665	+13%	+$94.6K	0.29%	15
2025 Q3	$710K	Buy	5,039 +364	+8%	+$50K	0.25%	15
2025 Q2	$623K	Buy	4,675 +144	+3%	+$18.2K	0.22%	16
2025 Q1	$584K	Sell	4,531 -297	-6%	-$38.9K	0.23%	16
2024 Q4	$616K	Sell	4,828 -634	-12%	-$82.7K	0.23%	14
2024 Q3	$700K	Sell	5,462 -284	-5%	-$35.1K	0.25%	16
2024 Q2	$681K	Sell	5,746 -148	-3%	-$17.6K	0.25%	18
2024 Q1	$713K	Sell	5,894 -709	-11%	-$81.2K	0.27%	17
2023 Q4	$737K	Sell	6,603 -1,691	-20%	-$178K	0.3%	21
2023 Q3	$857K	Sell	8,294 -571	-6%	-$61.3K	0.36%	21
2023 Q2	$940K	Buy	8,865 +105	+1%	+$11K	0.38%	21
2023 Q1	$924K	Buy	8,760 +374	+4%	+$40.2K	0.38%	19
2022 Q4	$907K	Sell	8,386 -869	-9%	-$92.5K	0.51%	15
2022 Q3	$878K	Buy	+9,255	New	+$962K	0.55%	15

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Citizens Asset Management's VYM Position: Q2 2026 in Review

First Citizens Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, selling an estimated $20.5K and leaving 6,011 shares worth $950K. The position accounts for 0.3% of the portfolio, ranked #15.

First Citizens Asset Management first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

First Citizens Asset Management held 6,011 shares of Vanguard High Dividend Yield ETF worth $950K as of Q2 2026.
First Citizens Asset Management sold 131 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.5K.
Vanguard High Dividend Yield ETF made up 0.3% of First Citizens Asset Management's portfolio in Q2 2026, its #15 holding.
First Citizens Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.