FAG
VYM icon

Fortitude Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fortitude Advisory Group’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 		$638K Sell
4,037
-47
-1% -$7.34K 0.24% 88
2026
Q1 		$605K Buy
4,084
+2
+0% +$301 0.27% 78
2025
Q4 		$586K Buy
4,082
+204
+5% +$29K 0.25% 70
2025
Q3 		$547K Sell
3,878
-68
-2% -$9.34K 0.29% 73
2025
Q2 		$526K Buy
3,946
+61
+2% +$7.73K 0.3% 66
2025
Q1 		$468K Hold
3,885
– – 0.34% 60
2024
Q4 		$496K Buy
3,885
+1,296
+50% +$169K 0.3% 66
2024
Q3 		$332K Hold
2,589
– – 0.21% 117
2024
Q2 		$307K Hold
2,589
– – 0.18% 117
2024
Q1 		$313K Buy
2,589
+44
+2% +$5.04K 0.18% 126
2023
Q4 		$284K Sell
2,545
-450
-15% -$47.3K 0.17% 142
2023
Q3 		$309K Buy
+2,995
New +$321K 0.21% 109
2022
Q2 		– Sell
-911
Closed -$103K – 1284
2022
Q1 		$103K Hold
911
– – 0.05% 344
2021
Q4 		$102K Buy
+911
New +$99.1K 0.05% 342

Other funds holding VYM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Fortitude Advisory Group's VYM Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $7.34K and leaving 4,037 shares worth $638K. The position accounts for 0.24% of the portfolio, ranked #88.

Fortitude Advisory Group first reported a position in VYM in Q4 2021 and has held it in 14 quarters since. 900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Fortitude Advisory Group held 4,037 shares of Vanguard High Dividend Yield ETF worth $638K as of Q2 2026.
  • Fortitude Advisory Group sold 47 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.34K.
  • Vanguard High Dividend Yield ETF made up 0.24% of Fortitude Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Fortitude Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 14 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.