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 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 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 Private Client Group's VYM Position: Q1 2026 in Review

Forum Private Client Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, buying an estimated $589K and bringing the position to 225,753 shares worth $33.4M. The position accounts for 11.15% of the portfolio, ranked #1.

Forum Private Client Group first reported a position in VYM in Q1 2022 and has held it in 16 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Forum Private Client Group held 225,753 shares of Vanguard High Dividend Yield ETF worth $33.4M as of Q1 2026.
Forum Private Client Group bought 3,915 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $589K.
Vanguard High Dividend Yield ETF made up 11.15% of Forum Private Client Group's portfolio in Q1 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 16 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Forum Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.