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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fort Sheridan Advisors's VYM Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, buying an estimated $20.1K and bringing the position to 7,571 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #110.

Fort Sheridan Advisors first reported a position in VYM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.18M in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Fort Sheridan Advisors held 7,571 shares of Vanguard High Dividend Yield ETF worth $1.12M as of Q1 2026.
  • Fort Sheridan Advisors bought 134 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Fort Sheridan Advisors's portfolio in Q1 2026, its #110 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 23 quarters since.
  • Fort Sheridan Advisors's Vanguard High Dividend Yield ETF position peaked at $1.18M in Q1 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.