Founders Grove Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Founders Grove Wealth Partners’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	$7.5M	Sell	47,471 -1,744	-4%	-$273K	1.5%	21
2026 Q1	$7.29M	Sell	49,215 -1,762	-3%	-$265K	1.66%	20
2025 Q4	$7.32M	Sell	50,977 -2,706	-5%	-$385K	1.65%	21
2025 Q3	$7.57M	Sell	53,683 -1,001	-2%	-$138K	1.78%	19
2025 Q2	$7.29M	Sell	54,684 -632	-1%	-$80.1K	1.83%	17
2025 Q1	$7.13M	Buy	55,316 +434	+0.8%	+$56.8K	1.99%	12
2024 Q4	$7M	Buy	+54,882	New	+$7.16M	2.03%	13

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Grove Wealth Partners's VYM Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q2 2026, selling an estimated $273K and leaving 47,471 shares worth $7.5M. The position accounts for 1.5% of the portfolio, ranked #21.

Founders Grove Wealth Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.57M in Q3 2025. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Founders Grove Wealth Partners held 47,471 shares of Vanguard High Dividend Yield ETF worth $7.5M as of Q2 2026.
Founders Grove Wealth Partners sold 1,744 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $273K.
Vanguard High Dividend Yield ETF made up 1.5% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #21 holding.
Founders Grove Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $7.57M in Q3 2025.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.