FOCUS Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FOCUS Wealth 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	$965K	Hold	6,108	–	–	0.45%	42
2026 Q1	$905K	Buy	6,108 +1	+0%	+$150	0.44%	42
2025 Q4	$877K	Hold	6,107	–	–	0.41%	41
2025 Q3	$861K	Hold	6,107	–	–	0.41%	41
2025 Q2	$814K	Sell	6,107 -1,377	-18%	-$174K	0.42%	41
2025 Q1	$965K	Buy	7,484 +1,377	+23%	+$180K	0.53%	35
2024 Q4	$779K	Hold	6,107	–	–	0.41%	41
2024 Q3	$783K	Hold	6,107	–	–	0.39%	42
2024 Q2	$724K	Buy	6,107 +1	+0%	+$119	0.37%	42
2024 Q1	$739K	Hold	6,106	–	–	0.4%	41
2023 Q4	$682K	Hold	6,106	–	–	0.43%	35
2023 Q3	$631K	Hold	6,106	–	–	0.44%	37
2023 Q2	$648K	Hold	6,106	–	–	0.44%	37
2023 Q1	$644K	Buy	+6,106	New	+$657K	0.42%	37

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

FOCUS Wealth Advisors's VYM Position: Q2 2026 in Review

FOCUS Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 6,108 shares worth $965K. The position accounts for 0.45% of the portfolio, ranked #42.

FOCUS Wealth Advisors first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

FOCUS Wealth Advisors held 6,108 shares of Vanguard High Dividend Yield ETF worth $965K as of Q2 2026.
FOCUS Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.45% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #42 holding.
FOCUS Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.