Fountainhead AM’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fountainhead AM’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	$51.3K	Buy	346 +2	+0.6%	+$301	0.05%	153
2025 Q4	$49.4K	Sell	344 -3,433	-91%	-$488K	0.07%	104
2025 Q3	$532K	Sell	3,777 -15	-0.4%	-$2.06K	0.07%	110
2025 Q2	$506K	Sell	3,792 -9	-0.2%	-$1.14K	0.07%	113
2025 Q1	$490K	Buy	3,801 +1,664	+78%	+$218K	0.08%	93
2024 Q4	$273K	Buy	+2,137	New	+$279K	0.05%	132

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fountainhead AM's VYM Position: Q1 2026 in Review

Fountainhead AM increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q1 2026, buying an estimated $301 and bringing the position to 346 shares worth $51.3K. The position accounts for 0.05% of the portfolio, ranked #153.

Fountainhead AM first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $532K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Fountainhead AM held 346 shares of Vanguard High Dividend Yield ETF worth $51.3K as of Q1 2026.
Fountainhead AM bought 2 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $301.
Vanguard High Dividend Yield ETF made up 0.05% of Fountainhead AM's portfolio in Q1 2026, its #153 holding.
Fountainhead AM first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Fountainhead AM's Vanguard High Dividend Yield ETF position peaked at $532K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.