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

Fortis Group 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	$703K	Buy	4,448 +2,208	+99%	+$345K	0.11%	168
2026 Q1	$332K	Hold	2,240	–	–	0.05%	222
2025 Q4	$321K	Hold	2,240	–	–	0.05%	230
2025 Q3	$316K	Hold	2,240	–	–	0.05%	183
2025 Q2	$299K	Sell	2,240 -5,607	-71%	-$710K	0.05%	184
2025 Q1	$1.01M	Buy	7,847 +16	+0.2%	+$2.1K	0.2%	107
2024 Q4	$999K	Buy	7,831 +13	+0.2%	+$1.7K	0.19%	98
2024 Q3	$1M	Buy	7,818 +11	+0.1%	+$1.36K	0.19%	93
2024 Q2	$926K	Buy	7,807 +15	+0.2%	+$1.78K	0.18%	82
2024 Q1	$943K	Sell	7,792 -6,258	-45%	-$717K	0.17%	96
2023 Q4	$1.56M	Buy	14,050 +6,022	+75%	+$633K	0.39%	37
2023 Q3	$834K	Buy	8,028 +6,006	+297%	+$644K	0.26%	46
2023 Q2	$215K	Buy	2,022 +16	+0.8%	+$1.68K	0.06%	126
2023 Q1	$214K	Buy	+2,006	New	+$216K	0.06%	119
2020 Q3	$593K	Buy	+7,333	New	+$601K	0.12%	89

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 Group Advisors's VYM Position: Q2 2026 in Review

Fortis Group Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 99% in Q2 2026, buying an estimated $345K and bringing the position to 4,448 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #168.

Fortis Group Advisors first reported a position in VYM in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fortis Group Advisors held 4,448 shares of Vanguard High Dividend Yield ETF worth $703K as of Q2 2026.
Fortis Group Advisors bought 2,208 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $345K.
Vanguard High Dividend Yield ETF made up 0.11% of Fortis Group Advisors's portfolio in Q2 2026, its #168 holding.
Fortis Group Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Vanguard High Dividend Yield ETF position peaked at $1.56M in Q4 2023.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.