Foster Victor Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Foster Victor Wealth Advisors’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	$424K	Sell	2,768 -739	-21%	-$111K	0.02%	179
2025 Q4	$522K	Sell	3,507 -1,156	-25%	-$164K	0.03%	155
2025 Q3	$660K	Buy	4,663 +2,319	+99%	+$319K	0.04%	137
2025 Q2	$316K	Buy	2,344 +1	+0%	+$127	0.02%	165
2025 Q1	$284K	Buy	2,343 +3	+0.1%	+$393	0.02%	165
2024 Q4	$308K	Sell	2,340 -24	-1%	-$3.13K	0.02%	155
2024 Q3	$305K	Buy	2,364 +129	+6%	+$15.9K	0.02%	155
2024 Q2	$277K	Buy	+2,235	New	+$265K	0.02%	161

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

Foster Victor Wealth Advisors's VYM Position: Q1 2026 in Review

Foster Victor Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q1 2026, selling an estimated $111K and leaving 2,768 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #179.

Foster Victor Wealth Advisors first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $660K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Foster Victor Wealth Advisors held 2,768 shares of Vanguard High Dividend Yield ETF worth $424K as of Q1 2026.
Foster Victor Wealth Advisors sold 739 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $111K.
Vanguard High Dividend Yield ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #179 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
Foster Victor Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $660K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.