Fortis Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fortis Capital 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	$567K	Buy	3,590 +260	+8%	+$40.6K	0.06%	230
2026 Q1	$493K	Buy	3,330 +463	+16%	+$69.6K	0.06%	230
2025 Q4	$411K	Sell	2,867 -52	-2%	-$7.4K	0.06%	219
2025 Q3	$411K	Buy	2,919 +203	+7%	+$27.9K	0.07%	198
2025 Q2	$362K	Sell	2,716 -68	-2%	-$8.62K	0.06%	186
2025 Q1	$359K	Buy	2,784 +51	+2%	+$6.68K	0.07%	189
2024 Q4	$348K	Buy	2,733 +120	+5%	+$15.6K	0.12%	133
2024 Q3	$335K	Sell	2,613 -87	-3%	-$10.7K	0.11%	140
2024 Q2	$320K	Sell	2,700 -566	-17%	-$67.1K	0.12%	136
2024 Q1	$395K	Sell	3,266 -199	-6%	-$22.8K	0.17%	111
2023 Q4	$387K	Sell	3,465 -7,223	-68%	-$759K	0.21%	71
2023 Q3	$1.1M	Sell	10,688 -1,122	-10%	-$120K	0.71%	28
2023 Q2	$1.25M	Sell	11,810 -6,644	-36%	-$697K	0.73%	27
2023 Q1	$1.95M	Sell	18,454 -5,985	-24%	-$644K	1.04%	20
2022 Q4	$2.64M	Buy	+24,439	New	+$2.6M	1.57%	12

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

Fortis Capital Advisors's VYM Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 3,590 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #230.

Fortis Capital Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q4 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fortis Capital Advisors held 3,590 shares of Vanguard High Dividend Yield ETF worth $567K as of Q2 2026.
Fortis Capital Advisors bought 260 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $40.6K.
Vanguard High Dividend Yield ETF made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #230 holding.
Fortis Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Fortis Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $2.64M in Q4 2022.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.