Fort Sheridan Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fort Sheridan 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	$1.16M	Sell	7,355 -216	-3%	-$33.8K	0.13%	115
2026 Q1	$1.12M	Buy	7,571 +134	+2%	+$20.1K	0.14%	110
2025 Q4	$1.07M	Sell	7,437 -138	-2%	-$19.6K	0.14%	109
2025 Q3	$1.07M	Sell	7,575 -327	-4%	-$44.9K	0.14%	106
2025 Q2	$1.05M	Sell	7,902 -1,210	-13%	-$153K	0.15%	100
2025 Q1	$1.18M	Buy	9,112 +498	+6%	+$65.2K	0.18%	82
2024 Q4	$1.1M	Buy	8,614 +126	+1%	+$16.4K	0.16%	96
2024 Q3	$1.09M	Buy	8,488 +941	+12%	+$116K	0.17%	92
2024 Q2	$895K	Buy	7,547 +2,835	+60%	+$336K	0.14%	98
2024 Q1	$570K	Sell	4,712 -30	-0.6%	-$3.44K	0.11%	123
2023 Q4	$529K	Sell	4,742 -185	-4%	-$19.4K	0.11%	119
2023 Q3	$509K	Hold	4,927	–	–	0.12%	112
2023 Q2	$523K	Buy	4,927 +179	+4%	+$18.8K	0.12%	114
2023 Q1	$501K	Sell	4,748 -819	-15%	-$88.1K	0.13%	113
2022 Q4	$602K	Buy	5,567 +457	+9%	+$48.6K	0.2%	92
2022 Q3	$485K	Buy	5,110 +51	+1%	+$5.3K	0.16%	102
2022 Q2	$514K	Sell	5,059 -698	-12%	-$75.6K	0.17%	96
2022 Q1	$646K	Buy	5,757 +101	+2%	+$11.3K	0.19%	92
2021 Q4	$634K	Buy	5,656 +635	+13%	+$69.1K	0.18%	91
2021 Q3	$519K	Buy	5,021 +1,249	+33%	+$132K	0.17%	101
2021 Q2	$395K	Buy	3,772 +1,040	+38%	+$109K	0.13%	113
2021 Q1	$276K	Buy	+2,732	New	+$264K	0.11%	123
2020 Q2	–	Sell	-2,890	Closed	-$204K	–	122
2020 Q1	$204K	Buy	2,890 +195	+7%	+$16.8K	0.15%	80
2019 Q4	$253K	Buy	+2,695	New	+$244K	0.14%	91

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

Fort Sheridan Advisors's VYM Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.9% in Q2 2026, selling an estimated $33.8K and leaving 7,355 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #115.

Fort Sheridan Advisors first reported a position in VYM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.18M in Q1 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fort Sheridan Advisors held 7,355 shares of Vanguard High Dividend Yield ETF worth $1.16M as of Q2 2026.
Fort Sheridan Advisors sold 216 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33.8K.
Vanguard High Dividend Yield ETF made up 0.13% of Fort Sheridan Advisors's portfolio in Q2 2026, its #115 holding.
Fort Sheridan Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 24 quarters since.
Fort Sheridan Advisors's Vanguard High Dividend Yield ETF position peaked at $1.18M in Q1 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.