FWG Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FWG Investments’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	$897K	Buy	5,679 +1,498	+36%	+$234K	0.47%	52
2026 Q1	$619K	Buy	4,181 +1,390	+50%	+$209K	0.39%	66
2025 Q4	$401K	Buy	2,791 +110	+4%	+$15.6K	0.26%	84
2025 Q3	$378K	Sell	2,681 -2,913	-52%	-$400K	0.26%	78
2025 Q2	$746K	Buy	+5,594	New	+$709K	0.57%	49
2025 Q1	–	Sell	-6,037	Closed	-$770K	–	124
2024 Q4	$770K	Buy	6,037 +1,507	+33%	+$197K	0.6%	49
2024 Q3	$581K	Buy	4,530 +71	+2%	+$8.77K	0.5%	50
2024 Q2	$529K	Buy	4,459 +465	+12%	+$55.1K	0.53%	50
2024 Q1	$483K	Sell	3,994 -301	-7%	-$34.5K	0.52%	49
2023 Q4	$479K	Buy	+4,295	New	+$451K	0.6%	42

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 22.9% 1-Year Est. Return

FWG Investments's VYM Position: Q2 2026 in Review

FWG Investments increased its Vanguard High Dividend Yield ETF (VYM) stake by 36% in Q2 2026, buying an estimated $234K and bringing the position to 5,679 shares worth $897K. The position accounts for 0.47% of the portfolio, ranked #52.

FWG Investments first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

FWG Investments held 5,679 shares of Vanguard High Dividend Yield ETF worth $897K as of Q2 2026.
FWG Investments bought 1,498 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $234K.
Vanguard High Dividend Yield ETF made up 0.47% of FWG Investments's portfolio in Q2 2026, its #52 holding.
FWG Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.