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FLP Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FLP Wealth Management’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 		– Sell
-1,740
Closed -$250K – 73
2025
Q4 		$250K Buy
1,740
+117
+7% +$16.6K 0.59% 50
2025
Q3 		$229K Buy
1,623
+19
+1% +$2.61K 0.64% 51
2025
Q2 		$214K Buy
+1,604
New +$203K 0.6% 54
2025
Q1 		– Sell
-1,140
Closed -$145K – 453
2024
Q4 		$145K Buy
+1,140
New +$149K 0.37% 66

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FLP Wealth Management's VYM Position: Q1 2026 in Review

FLP Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,740 shares — an estimated $250K sold.

FLP Wealth Management first reported a position in VYM in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q4 2025. 2,015 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • FLP Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • FLP Wealth Management sold 1,740 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $250K.
  • FLP Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 4 quarters.
  • FLP Wealth Management's Vanguard High Dividend Yield ETF position peaked at $250K in Q4 2025.
  • 2,015 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.