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FSB Premier Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FSB Premier 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
2026
Q1 		$729K Buy
4,925
+629
+15% +$94.6K 0.23% 108
2025
Q4 		$617K Buy
4,296
+526
+14% +$74.8K 0.2% 121
2025
Q3 		$531K Buy
3,770
+285
+8% +$39.2K 0.17% 128
2025
Q2 		$465K Buy
3,485
+262
+8% +$33.2K 0.17% 134
2025
Q1 		$416K Buy
3,223
+617
+24% +$80.8K 0.16% 135
2024
Q4 		$333K Buy
2,606
+322
+14% +$42K 0.13% 157
2024
Q3 		$293K Buy
2,284
+2
+0.1% +$247 0.12% 169
2024
Q2 		$271K Buy
2,282
+83
+4% +$9.84K 0.12% 153
2024
Q1 		$266K Buy
+2,199
New +$252K 0.12% 153
2022
Q1 		– Sell
-836
Closed -$93K – 497
2021
Q4 		$93K Buy
+836
New +$91K 0.04% 186

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

FSB Premier Wealth Management's VYM Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2026, buying an estimated $94.6K and bringing the position to 4,925 shares worth $729K. The position accounts for 0.23% of the portfolio, ranked #108.

FSB Premier Wealth Management first reported a position in VYM in Q4 2021 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • FSB Premier Wealth Management held 4,925 shares of Vanguard High Dividend Yield ETF worth $729K as of Q1 2026.
  • FSB Premier Wealth Management bought 629 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $94.6K.
  • Vanguard High Dividend Yield ETF made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #108 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.