First United Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First United 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
2026 Q2	$53.9K	Buy	341 +111	+48%	+$17.3K	0.02%	239
2026 Q1	$34.1K	Hold	230	–	–	0.01%	263
2025 Q4	$33K	Hold	230	–	–	0.01%	265
2025 Q3	$32.4K	Hold	230	–	–	0.01%	261
2025 Q2	$30.7K	Hold	230	–	–	0.01%	257
2025 Q1	$29.7K	Hold	230	–	–	0.01%	257
2024 Q4	$29.3K	Sell	230 -14	-6%	-$1.83K	0.01%	257
2024 Q3	$31.3K	Hold	244	–	–	0.01%	251
2024 Q2	$28.9K	Hold	244	–	–	0.01%	263
2024 Q1	$29.5K	Sell	244 -50	-17%	-$5.73K	0.01%	276
2023 Q4	$32.8K	Buy	+294	New	+$30.9K	0.01%	269

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 United Bank & Trust's VYM Position: Q2 2026 in Review

First United Bank & Trust increased its Vanguard High Dividend Yield ETF (VYM) stake by 48% in Q2 2026, buying an estimated $17.3K and bringing the position to 341 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #239.

First United Bank & Trust first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

First United Bank & Trust held 341 shares of Vanguard High Dividend Yield ETF worth $53.9K as of Q2 2026.
First United Bank & Trust bought 111 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $17.3K.
Vanguard High Dividend Yield ETF made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #239 holding.
First United Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.