Forum Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Forum Financial Management’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	$454K	Buy	3,065 +164	+6%	+$24.7K	0.01%	211
2025 Q4	$416K	Sell	2,901 -101	-3%	-$14.4K	0.01%	576
2025 Q3	$423K	Buy	3,002 +289	+11%	+$39.7K	0.01%	539
2025 Q2	$362K	Buy	+2,713	New	+$344K	0.01%	558
2023 Q4	–	Sell	-2,033	Closed	-$210K	–	726
2023 Q3	$210K	Hold	2,033	–	–	﹤0.01%	576
2023 Q2	$216K	Hold	2,033	–	–	﹤0.01%	585
2023 Q1	$214K	Sell	2,033 -612	-23%	-$65.8K	0.01%	532
2022 Q4	$286K	Buy	+2,645	New	+$281K	0.01%	406
2022 Q3	–	Sell	-2,051	Closed	-$209K	–	600
2022 Q2	$209K	Buy	2,051 +146	+8%	+$15.8K	0.01%	511
2022 Q1	$213K	Buy	1,905 +34	+2%	+$3.79K	0.01%	542
2021 Q4	$210K	Buy	+1,871	New	+$204K	0.01%	600

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forum Financial Management's VYM Position: Q1 2026 in Review

Forum Financial Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.7% in Q1 2026, buying an estimated $24.7K and bringing the position to 3,065 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #211.

Forum Financial Management first reported a position in VYM in Q4 2021 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Forum Financial Management held 3,065 shares of Vanguard High Dividend Yield ETF worth $454K as of Q1 2026.
Forum Financial Management bought 164 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $24.7K.
Vanguard High Dividend Yield ETF made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #211 holding.
Forum Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 11 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.