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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
Q2 		$777K Sell
4,920
-18,174
-79% -$2.84M 0.1% 188
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 $1.55T 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

Founders Financial Alliance's VYM Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard High Dividend Yield ETF (VYM) stake by 79% in Q2 2026, selling an estimated $2.84M and leaving 4,920 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #188.

Founders Financial Alliance first reported a position in VYM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.42M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Founders Financial Alliance held 4,920 shares of Vanguard High Dividend Yield ETF worth $777K as of Q2 2026.
  • Founders Financial Alliance sold 18,174 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.84M.
  • Vanguard High Dividend Yield ETF made up 0.1% of Founders Financial Alliance's portfolio in Q2 2026, its #188 holding.
  • Founders Financial Alliance first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Vanguard High Dividend Yield ETF position peaked at $3.42M in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.