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FourThought Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FourThought Financial 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 		$974K Sell
6,165
-101
-2% -$15.8K 0.08% 147
2026
Q1 		$928K Hold
6,266
– – 0.08% 146
2025
Q4 		$899K Sell
6,266
-66
-1% -$9.39K 0.08% 152
2025
Q3 		$893K Sell
6,332
-3
-0% -$412 0.08% 148
2025
Q2 		$845K Hold
6,335
– – 0.08% 147
2025
Q1 		$817K Buy
6,335
+19
+0.3% +$2.49K 0.09% 145
2024
Q4 		$806K Hold
6,316
– – 0.08% 147
2024
Q3 		$810K Hold
6,316
– – 0.1% 118
2024
Q2 		$749K Sell
6,316
-23
-0.4% -$2.73K 0.1% 127
2024
Q1 		$767K Sell
6,339
-273
-4% -$31.3K 0.09% 160
2023
Q4 		$738K Buy
6,612
+273
+4% +$28.7K 0.09% 151
2023
Q3 		$655K Hold
6,339
– – 0.09% 155
2023
Q2 		$672K Hold
6,339
– – 0.09% 156
2023
Q1 		$669K Hold
6,339
– – 0.09% 154
2022
Q4 		$686K Buy
+6,339
New +$675K 0.1% 155

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

FourThought Financial Partners's VYM Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, selling an estimated $15.8K and leaving 6,165 shares worth $974K. The position accounts for 0.08% of the portfolio, ranked #147.

FourThought Financial Partners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • FourThought Financial Partners held 6,165 shares of Vanguard High Dividend Yield ETF worth $974K as of Q2 2026.
  • FourThought Financial Partners sold 101 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard High Dividend Yield ETF made up 0.08% of FourThought Financial Partners's portfolio in Q2 2026, its #147 holding.
  • FourThought Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.