Future Financial Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Future Financial 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 Q2	$209K	Buy	+1,295	New	+$202K	0.13%	118
2025 Q4	–	Sell	-1,295	Closed	-$183K	–	434
2025 Q3	$183K	Buy	1,295 +95	+8%	+$13.1K	0.11%	123
2025 Q2	$160K	Hold	1,200	–	–	0.11%	126
2025 Q1	$155K	Hold	1,200	–	–	0.11%	127
2024 Q4	$153K	Hold	1,200	–	–	0.11%	124
2024 Q3	$154K	Buy	+1,200	New	+$148K	0.11%	134
2024 Q2	–	Sell	-1,050	Closed	-$127K	–	467
2024 Q1	$127K	Buy	+1,050	New	+$120K	0.1%	147
2022 Q4	–	Sell	-4,050	Closed	-$412K	–	132
2022 Q3	$412K	Hold	4,050	–	–	0.47%	62
2022 Q2	$455K	Hold	4,050	–	–	0.44%	68
2022 Q1	$455K	Sell	4,050 -1,000	-20%	-$112K	0.38%	68
2021 Q4	$569K	Hold	5,050	–	–	0.46%	59
2021 Q3	$529K	Hold	5,050	–	–	0.54%	60
2021 Q2	$529K	Hold	5,050	–	–	0.54%	60
2021 Q1	$511K	Hold	5,050	–	–	0.59%	54
2020 Q4	$462K	Buy	+5,050	New	+$439K	0.53%	59

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Future Financial Wealth Management's VYM Position: Q2 2026 in Review

Future Financial Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,295 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #118 among its holdings. This is a return to the name: Future Financial Wealth Management previously reported a position in VYM as recently as Q3 2025.

Future Financial Wealth Management first reported a position in VYM in Q4 2020 and has held it in 15 quarters since. The position peaked at $569K in Q4 2021. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Future Financial Wealth Management held 1,295 shares of Vanguard High Dividend Yield ETF worth $209K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Future Financial Wealth Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #118 holding.
Future Financial Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 15 quarters since.
Future Financial Wealth Management's Vanguard High Dividend Yield ETF position peaked at $569K in Q4 2021.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.