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 Q2	$818K	Buy	5,178 +799	+18%	+$125K	0.14%	156
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 $1.55T 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

Florida Financial Advisors's VYM Position: Q2 2026 in Review

Florida Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 18% in Q2 2026, buying an estimated $125K and bringing the position to 5,178 shares worth $818K. The position accounts for 0.14% of the portfolio, ranked #156.

Florida Financial Advisors first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $962K in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Florida Financial Advisors held 5,178 shares of Vanguard High Dividend Yield ETF worth $818K as of Q2 2026.
Florida Financial Advisors bought 799 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $125K.
Vanguard High Dividend Yield ETF made up 0.14% of Florida Financial Advisors's portfolio in Q2 2026, its #156 holding.
Florida Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $962K in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.