First National Bank of Mount Dora’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First National Bank of Mount Dora’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	$965K	Hold	6,107	–	–	0.19%	76
2026 Q1	$904K	Hold	6,107	–	–	0.2%	73
2025 Q4	$876K	Sell	6,107 -261	-4%	-$37.1K	0.19%	74
2025 Q3	$898K	Buy	6,368 +261	+4%	+$35.9K	0.2%	71
2025 Q2	$814K	Hold	6,107	–	–	0.18%	75
2025 Q1	$788K	Hold	6,107	–	–	0.19%	76
2024 Q4	$779K	Hold	6,107	–	–	0.18%	80
2024 Q3	$783K	Hold	6,107	–	–	0.18%	83
2024 Q2	$724K	Hold	6,107	–	–	0.17%	86
2024 Q1	$739K	Hold	6,107	–	–	0.18%	81
2023 Q4	$682K	Hold	6,107	–	–	0.18%	75
2023 Q3	$631K	Hold	6,107	–	–	0.19%	76
2023 Q2	$648K	Hold	6,107	–	–	0.18%	80
2023 Q1	$644K	Hold	6,107	–	–	0.19%	80
2022 Q4	$661K	Hold	6,107	–	–	0.22%	80
2022 Q3	$579K	Sell	6,107 -219	-3%	-$22.8K	0.21%	79
2022 Q2	$643K	Buy	6,326 +807	+15%	+$87.5K	0.22%	78
2022 Q1	$620K	Sell	5,519 -80	-1%	-$8.92K	0.19%	84
2021 Q4	$628K	Buy	5,599 +80	+1%	+$8.7K	0.19%	79
2021 Q3	$570K	Hold	5,519	–	–	0.19%	81
2021 Q2	$579K	Hold	5,519	–	–	0.19%	77
2021 Q1	$558K	Buy	5,519 +2,200	+66%	+$212K	0.19%	79
2020 Q4	$303K	Sell	3,319 -200	-6%	-$17.4K	0.11%	81
2020 Q3	$285K	Buy	3,519 +219	+7%	+$17.9K	0.12%	81
2020 Q2	$260K	Hold	3,300	–	–	0.12%	83
2020 Q1	$233K	Buy	+3,300	New	+$284K	0.12%	79

Other funds holding VYM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First National Bank of Mount Dora's VYM Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 6,107 shares worth $965K. The position accounts for 0.19% of the portfolio, ranked #76.

First National Bank of Mount Dora first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 1,448 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

First National Bank of Mount Dora held 6,107 shares of Vanguard High Dividend Yield ETF worth $965K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.19% of First National Bank of Mount Dora's portfolio in Q2 2026, its #76 holding.
First National Bank of Mount Dora first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
1,448 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.