FWM
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FSA Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FSA Wealth Management’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
2025
Q3 		$91.8K Buy
651
+451
+226% +$62K 0.03% 100
2025
Q2 		$26.7K Hold
200
– – 0.01% 209
2025
Q1 		$25.8K Hold
200
– – 0.01% 199
2024
Q4 		$25.5K Hold
200
– – 0.01% 210
2024
Q3 		$25.6K Buy
+200
New +$24.7K 0.01% 215

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSA Wealth Management's VYM Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 226% in Q3 2025, buying an estimated $62K and bringing the position to 651 shares worth $91.8K. The position accounts for 0.03% of the portfolio, ranked #100.

FSA Wealth Management first reported a position in VYM in Q3 2024 and has held it in 5 quarters since. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • FSA Wealth Management held 651 shares of Vanguard High Dividend Yield ETF worth $91.8K as of Q3 2025.
  • FSA Wealth Management bought 451 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $62K.
  • Vanguard High Dividend Yield ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #100 holding.
  • FSA Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.