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Founders Financial Alliance’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Founders Financial Alliance’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 		$3.42M Sell
23,094
-90
-0.4% -$13.5K 0.62% 37
2025
Q4 		$3.33M Sell
23,184
-377
-2% -$53.6K 0.63% 35
2025
Q3 		$3.32M Sell
23,561
-327
-1% -$44.9K 0.63% 33
2025
Q2 		$3.18M Sell
23,888
-1,337
-5% -$169K 0.72% 29
2025
Q1 		$3.25M Buy
25,225
+376
+2% +$49.2K 0.79% 29
2024
Q4 		$3.17M Sell
24,849
-705
-3% -$91.9K 0.87% 23
2024
Q3 		$3.28M Sell
25,554
-509
-2% -$62.8K 0.91% 22
2024
Q2 		$3.09M Sell
26,063
-2,157
-8% -$256K 0.92% 21
2024
Q1 		$3.41M Buy
28,220
+23,597
+510% +$2.7M 1.03% 20
2023
Q4 		$516K Buy
4,623
+25
+0.5% +$2.63K 0.2% 107
2023
Q3 		$475K Sell
4,598
-298
-6% -$32K 0.21% 102
2023
Q2 		$519K Buy
4,896
+292
+6% +$30.6K 0.2% 104
2023
Q1 		$489K Sell
4,604
-19
-0.4% -$2.04K 0.24% 98
2022
Q4 		$500K Buy
4,623
+22
+0.5% +$2.34K 0.23% 104
2022
Q3 		$437K Sell
4,601
-371
-7% -$38.6K 0.22% 105
2022
Q2 		$506K Buy
4,972
+552
+12% +$59.8K 0.26% 92
2022
Q1 		$496K Buy
4,420
+9
+0.2% +$1K 0.22% 106
2021
Q4 		$495K Buy
4,411
+497
+13% +$54.1K 0.2% 111
2021
Q3 		$404K Buy
3,914
+540
+16% +$57.1K 0.19% 125
2021
Q2 		$355K Buy
3,374
+44
+1% +$4.62K 0.16% 145
2021
Q1 		$346K Buy
+3,330
New +$321K 0.17% 134
2020
Q4 		– Sell
-270
Closed -$22K – 1228
2020
Q3 		$22K Buy
+270
New +$22.1K 0.01% 562

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Founders Financial Alliance's VYM Position: Q1 2026 in Review

Founders Financial Alliance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.39% in Q1 2026, selling an estimated $13.5K and leaving 23,094 shares worth $3.42M. The position accounts for 0.62% of the portfolio, ranked #37.

Founders Financial Alliance first reported a position in VYM in Q3 2020 and has held it in 22 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Founders Financial Alliance held 23,094 shares of Vanguard High Dividend Yield ETF worth $3.42M as of Q1 2026.
  • Founders Financial Alliance sold 90 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $13.5K.
  • Vanguard High Dividend Yield ETF made up 0.62% of Founders Financial Alliance's portfolio in Q1 2026, its #37 holding.
  • Founders Financial Alliance first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 22 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.