Florida Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Florida Financial 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	$649K	Sell	4,379 -2,099	-32%	-$316K	0.16%	141
2025 Q4	$930K	Sell	6,478 -347	-5%	-$49.4K	0.25%	96
2025 Q3	$962K	Buy	6,825 +2,781	+69%	+$382K	0.3%	91
2025 Q2	$539K	Sell	4,044 -1,772	-30%	-$224K	0.18%	129
2025 Q1	$750K	Buy	5,816 +2,347	+68%	+$307K	0.3%	75
2024 Q4	$443K	Buy	3,469 +1,127	+48%	+$147K	0.2%	100
2024 Q3	$300K	Buy	2,342 +566	+32%	+$69.9K	0.15%	128
2024 Q2	$211K	Buy	+1,776	New	+$211K	0.13%	137
2024 Q1	–	Sell	-4,324	Closed	-$483K	–	135
2023 Q4	$483K	Buy	+4,324	New	+$454K	0.45%	42

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

Florida Financial Advisors's VYM Position: Q1 2026 in Review

Florida Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 32% in Q1 2026, selling an estimated $316K and leaving 4,379 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #141.

Florida Financial Advisors first reported a position in VYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $962K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Florida Financial Advisors held 4,379 shares of Vanguard High Dividend Yield ETF worth $649K as of Q1 2026.
Florida Financial Advisors sold 2,099 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $316K.
Vanguard High Dividend Yield ETF made up 0.16% of Florida Financial Advisors's portfolio in Q1 2026, its #141 holding.
Florida Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 9 quarters since.
Florida Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $962K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.