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

Founders Financial Securities’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 		$1.93M Sell
12,647
-2,394
-16% -$360K 0.11% 179
2025
Q4 		$2.16M Buy
15,041
+4,005
+36% +$570K 0.13% 159
2025
Q3 		$1.56M Sell
11,036
-2,085
-16% -$287K 0.11% 187
2025
Q2 		$1.75M Sell
13,121
-42
-0.3% -$5.32K 0.13% 154
2025
Q1 		$1.63M Buy
13,163
+1,551
+13% +$203K 0.14% 143
2024
Q4 		$1.48M Sell
11,612
-639
-5% -$83.3K 0.13% 138
2024
Q3 		$1.57M Sell
12,251
-3,568
-23% -$440K 0.14% 128
2024
Q2 		$1.88M Buy
15,819
+2,029
+15% +$241K 0.18% 114
2024
Q1 		$1.67M Buy
13,790
+335
+2% +$38.4K 0.18% 115
2023
Q4 		$1.5M Buy
13,455
+2,117
+19% +$222K 0.17% 116
2023
Q3 		$1.17M Buy
11,338
+639
+6% +$68.6K 0.15% 120
2023
Q2 		$1.13M Sell
10,699
-357
-3% -$37.4K 0.15% 126
2023
Q1 		$1.17M Buy
11,056
+151
+1% +$16.2K 0.17% 121
2022
Q4 		$1.18M Buy
10,905
+410
+4% +$43.6K 0.19% 119
2022
Q3 		$996K Buy
10,495
+2,123
+25% +$221K 0.18% 116
2022
Q2 		$851K Buy
8,372
+886
+12% +$96K 0.17% 114
2022
Q1 		$840K Sell
7,486
-5
-0.1% -$558 0.15% 127
2021
Q4 		$840K Sell
7,491
-4,757
-39% -$518K 0.15% 123
2021
Q3 		$1.27M Sell
12,248
-2,248
-16% -$238K 0.25% 81
2021
Q2 		$1.52M Sell
14,496
-1,404
-9% -$147K 0.3% 73
2021
Q1 		$1.61M Sell
15,900
-197
-1% -$19K 0.37% 50
2020
Q4 		$1.47M Buy
16,097
+856
+6% +$74.4K 0.35% 52
2020
Q3 		$1.23M Buy
+15,241
New +$1.25M 0.39% 43
2020
Q2 		– Sell
-15,368
Closed -$1.09M – 189
2020
Q1 		$1.09M Buy
+15,368
New +$1.32M 0.4% 36
2019
Q4 		– Sell
-14,881
Closed -$1.32M – 147
2019
Q3 		$1.32M Buy
14,881
+877
+6% +$76.8K 0.42% 50
2019
Q2 		$1.22M Sell
14,004
-99
-0.7% -$8.56K 0.4% 42
2019
Q1 		$1.24M Buy
14,103
+741
+6% +$61.9K 0.39% 44
2018
Q4 		$1.04M Buy
13,362
+914
+7% +$76.2K 0.38% 41
2018
Q3 		$1.08M Buy
12,448
+608
+5% +$52.6K 0.3% 46
2018
Q2 		$983K Buy
11,840
+1,214
+11% +$102K 0.3% 50
2018
Q1 		$877K Sell
10,626
-56,290
-84% -$4.84M 0.28% 53
2017
Q4 		$5.73M Sell
66,916
-21,942
-25% -$1.83M 1.91% 15
2017
Q3 		$7.2M Buy
88,858
+81,448
+1,099% +$6.46M 2.57% 14
2017
Q2 		$579K Hold
7,410
– – 0.22% 72
2017
Q1 		$575K Buy
7,410
+2,435
+49% +$188K 0.22% 63
2016
Q4 		$377K Buy
+4,975
New +$365K 0.16% 63

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 Securities's VYM Position: Q1 2026 in Review

Founders Financial Securities reduced its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q1 2026, selling an estimated $360K and leaving 12,647 shares worth $1.93M. The position accounts for 0.11% of the portfolio, ranked #179.

Founders Financial Securities first reported a position in VYM in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.2M in Q3 2017. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Founders Financial Securities held 12,647 shares of Vanguard High Dividend Yield ETF worth $1.93M as of Q1 2026.
  • Founders Financial Securities sold 2,394 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $360K.
  • Vanguard High Dividend Yield ETF made up 0.11% of Founders Financial Securities's portfolio in Q1 2026, its #179 holding.
  • Founders Financial Securities first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 36 quarters since.
  • Founders Financial Securities's Vanguard High Dividend Yield ETF position peaked at $7.2M in Q3 2017.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.