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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
Q2 		$954K Buy
6,036
+5,690
+1,645% +$889K 0.71% 34
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
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 22.9% 1-Year Est. Return

Fountainhead AM's VYM Position: Q2 2026 in Review

Fountainhead AM increased its Vanguard High Dividend Yield ETF (VYM) stake by 1,645% in Q2 2026, buying an estimated $889K and bringing the position to 6,036 shares worth $954K. The position accounts for 0.71% of the portfolio, ranked #34.

Fountainhead AM first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Fountainhead AM held 6,036 shares of Vanguard High Dividend Yield ETF worth $954K as of Q2 2026.
  • Fountainhead AM bought 5,690 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $889K.
  • Vanguard High Dividend Yield ETF made up 0.71% of Fountainhead AM's portfolio in Q2 2026, its #34 holding.
  • Fountainhead AM first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.