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 Q2	$448K	Buy	2,797 +29	+1%	+$4.53K	0.02%	190
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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Victor Wealth Advisors's VYM Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q2 2026, buying an estimated $4.53K and bringing the position to 2,797 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #190.

Foster Victor Wealth Advisors first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $660K in Q3 2025. 559 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Foster Victor Wealth Advisors held 2,797 shares of Vanguard High Dividend Yield ETF worth $448K as of Q2 2026.
Foster Victor Wealth Advisors bought 29 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.53K.
Vanguard High Dividend Yield ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #190 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
Foster Victor Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $660K in Q3 2025.
559 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.