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Forum Private Client Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Forum Private Client 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 		$36.5M Buy
230,745
+4,992
+2% +$780K 10.85% 1
2026
Q1 		$33.4M Buy
225,753
+3,915
+2% +$589K 11.15% 1
2025
Q4 		$31.8M Buy
221,838
+11,190
+5% +$1.59M 10.85% 1
2025
Q3 		$29.7M Buy
210,648
+16,477
+8% +$2.26M 10.58% 1
2025
Q2 		$25.9M Buy
194,171
+18,337
+10% +$2.32M 9.98% 2
2025
Q1 		$22.7M Buy
175,834
+4,684
+3% +$613K 9.84% 2
2024
Q4 		$21.8M Buy
171,150
+1,448
+0.9% +$189K 9.7% 2
2024
Q3 		$21.8M Buy
169,702
+5,017
+3% +$619K 9.66% 2
2024
Q2 		$19.5M Sell
164,685
-578
-0.3% -$68.5K 9.28% 2
2024
Q1 		$20M Buy
165,263
+7,709
+5% +$883K 9.67% 1
2023
Q4 		$17.6M Buy
+157,554
New +$16.6M 9.18% 1
2023
Q3 		– Sell
-148,562
Closed -$15.8M – 71
2023
Q2 		$15.8M Buy
148,562
+6,092
+4% +$639K 9.02% 1
2023
Q1 		$15M Buy
142,470
+3,914
+3% +$421K 9.5% 1
2022
Q4 		$15M Sell
138,556
-2,602
-2% -$277K 10.36% 1
2022
Q3 		$13.4M Buy
141,158
+463
+0.3% +$48.1K 10.01% 1
2022
Q2 		$14.3M Buy
140,695
+21,580
+18% +$2.34M 10.4% 1
2022
Q1 		$13.4M Buy
+119,115
New +$13.3M 10.38% 1

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forum Private Client Group's VYM Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $780K and bringing the position to 230,745 shares worth $36.5M. The position accounts for 10.85% of the portfolio, ranked #1.

Forum Private Client Group first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Forum Private Client Group held 230,745 shares of Vanguard High Dividend Yield ETF worth $36.5M as of Q2 2026.
  • Forum Private Client Group bought 4,992 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $780K.
  • Vanguard High Dividend Yield ETF made up 10.85% of Forum Private Client Group's portfolio in Q2 2026, its #1 holding.
  • Forum Private Client Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.