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Foundations Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Foundations Investment 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 		$9.59M Buy
60,715
+14,987
+33% +$2.34M 0.1% 176
2026
Q1 		$6.77M Sell
45,728
-3,370
-7% -$507K 0.08% 188
2025
Q4 		$7.05M Buy
49,098
+18,026
+58% +$2.56M 0.09% 174
2025
Q3 		$4.38M Buy
31,072
+956
+3% +$131K 0.06% 226
2025
Q2 		$4.01M Sell
30,116
-27,471
-48% -$3.48M 0.06% 230
2025
Q1 		$7.43M Sell
57,587
-3,165
-5% -$414K 0.14% 149
2024
Q4 		$7.75M Buy
60,752
+24,624
+68% +$3.21M 0.15% 137
2024
Q3 		$4.63M Sell
36,128
-1,901
-5% -$235K 0.1% 179
2024
Q2 		$4.51M Buy
38,029
+753
+2% +$89.3K 0.11% 151
2024
Q1 		$4.51M Sell
37,276
-793
-2% -$90.9K 0.12% 146
2023
Q4 		$4.31M Sell
38,069
-1,426
-4% -$150K 0.12% 139
2023
Q3 		$4.08M Sell
39,495
-3,495
-8% -$375K 0.13% 132
2023
Q2 		$4.56M Buy
42,990
+6,811
+19% +$714K 0.15% 97
2023
Q1 		$3.82M Buy
36,179
+2,903
+9% +$312K 0.14% 103
2022
Q4 		$3.6M Buy
33,276
+27,859
+514% +$2.96M 0.14% 80
2022
Q3 		$514K Buy
+5,417
New +$563K 0.02% 244
2018
Q4 		– Sell
-38,491
Closed -$3.35M – 134
2018
Q3 		$3.35M Buy
38,491
+5,738
+18% +$496K 0.82% 22
2018
Q2 		$2.72M Buy
+32,753
New +$2.74M 0.72% 25

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

Foundations Investment Advisors's VYM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 33% in Q2 2026, buying an estimated $2.34M and bringing the position to 60,715 shares worth $9.59M. The position accounts for 0.1% of the portfolio, ranked #176.

Foundations Investment Advisors first reported a position in VYM in Q2 2018 and has held it in 18 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Foundations Investment Advisors held 60,715 shares of Vanguard High Dividend Yield ETF worth $9.59M as of Q2 2026.
  • Foundations Investment Advisors bought 14,987 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.34M.
  • Vanguard High Dividend Yield ETF made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • Foundations Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 18 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.