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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Foundation Advisors's VYM Position: Q1 2026 in Review

First Foundation Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, selling an estimated $7.52K and leaving 3,143 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #247.

First Foundation Advisors first reported a position in VYM in Q1 2016 and has held it in 14 quarters since. The position peaked at $703K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

First Foundation Advisors held 3,143 shares of Vanguard High Dividend Yield ETF worth $465K as of Q1 2026.
First Foundation Advisors sold 50 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.52K.
Vanguard High Dividend Yield ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #247 holding.
First Foundation Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 14 quarters since.
First Foundation Advisors's Vanguard High Dividend Yield ETF position peaked at $703K in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.