First Foundation Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Foundation 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	$486K	Sell	3,078 -65	-2%	-$10.2K	0.02%	248
2026 Q1	$465K	Sell	3,143 -50	-2%	-$7.52K	0.02%	247
2025 Q4	$458K	Hold	3,193	–	–	0.02%	242
2025 Q3	$450K	Hold	3,193	–	–	0.02%	242
2025 Q2	$426K	Hold	3,193	–	–	0.02%	250
2025 Q1	$412K	Hold	3,193	–	–	0.02%	241
2024 Q4	$407K	Sell	3,193 -118	-4%	-$15.4K	0.02%	245
2024 Q3	$424K	Sell	3,311 -2,484	-43%	-$307K	0.02%	247
2024 Q2	$687K	Sell	5,795 -19	-0.3%	-$2.25K	0.03%	198
2024 Q1	$703K	Buy	5,814 +67	+1%	+$7.68K	0.03%	199
2023 Q4	$642K	Sell	5,747 -32	-0.6%	-$3.36K	0.03%	206
2023 Q3	$597K	Sell	5,779 -36	-0.6%	-$3.86K	0.03%	231
2023 Q2	$617K	Buy	5,815 +2,475	+74%	+$260K	0.03%	219
2023 Q1	$352K	Buy	+3,340	New	+$359K	0.02%	276
2016 Q2	–	Sell	-3,755	Closed	-$259K	–	312
2016 Q1	$259K	Buy	+3,755	New	+$246K	0.02%	251

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Foundation Advisors's VYM Position: Q2 2026 in Review

First Foundation Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, selling an estimated $10.2K and leaving 3,078 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #248.

First Foundation Advisors first reported a position in VYM in Q1 2016 and has held it in 15 quarters since. The position peaked at $703K in Q1 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

First Foundation Advisors held 3,078 shares of Vanguard High Dividend Yield ETF worth $486K as of Q2 2026.
First Foundation Advisors sold 65 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.2K.
Vanguard High Dividend Yield ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #248 holding.
First Foundation Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 15 quarters since.
First Foundation Advisors's Vanguard High Dividend Yield ETF position peaked at $703K in Q1 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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