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 Q2	$439K	Sell	2,779 -286	-9%	-$44.7K	0.01%	226
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 $1.55T 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

Forum Financial Management's VYM Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.3% in Q2 2026, selling an estimated $44.7K and leaving 2,779 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #226.

Forum Financial Management first reported a position in VYM in Q4 2021 and has held it in 12 quarters since. The position peaked at $454K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Forum Financial Management held 2,779 shares of Vanguard High Dividend Yield ETF worth $439K as of Q2 2026.
Forum Financial Management sold 286 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $44.7K.
Vanguard High Dividend Yield ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #226 holding.
Forum Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 12 quarters since.
Forum Financial Management's Vanguard High Dividend Yield ETF position peaked at $454K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.