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

Fonville 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 Q2	$2.19M	Sell	13,857 -1,470	-10%	-$230K	0.36%	49
2026 Q1	$2.27M	Sell	15,327 -538	-3%	-$80.9K	0.43%	46
2025 Q4	$2.28M	Sell	15,865 -623	-4%	-$88.6K	0.47%	45
2025 Q3	$2.32M	Sell	16,488 -490	-3%	-$67.3K	0.52%	42
2025 Q2	$2.26M	Sell	16,978 -485	-3%	-$61.4K	0.57%	41
2025 Q1	$2.2M	Sell	17,463 -327	-2%	-$42.8K	0.65%	40
2024 Q4	$2.27M	Sell	17,790 -377	-2%	-$49.2K	0.75%	38
2024 Q3	$2.33M	Buy	18,167 +288	+2%	+$35.6K	0.8%	36
2024 Q2	$2.12M	Sell	17,879 -626	-3%	-$74.2K	0.84%	36
2024 Q1	$2.24M	Sell	18,505 -935	-5%	-$107K	0.99%	36
2023 Q4	$2.17M	Buy	+19,440	New	+$2.04M	1.15%	33

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

Fonville Wealth Management's VYM Position: Q2 2026 in Review

Fonville Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.6% in Q2 2026, selling an estimated $230K and leaving 13,857 shares worth $2.19M. The position accounts for 0.36% of the portfolio, ranked #49.

Fonville Wealth Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q3 2024. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fonville Wealth Management held 13,857 shares of Vanguard High Dividend Yield ETF worth $2.19M as of Q2 2026.
Fonville Wealth Management sold 1,470 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $230K.
Vanguard High Dividend Yield ETF made up 0.36% of Fonville Wealth Management's portfolio in Q2 2026, its #49 holding.
Fonville Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.33M in Q3 2024.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.