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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWG Investments's VYM Position: Q1 2026 in Review

FWG Investments increased its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q1 2026, buying an estimated $209K and bringing the position to 4,181 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #66.

FWG Investments first reported a position in VYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $770K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

FWG Investments held 4,181 shares of Vanguard High Dividend Yield ETF worth $619K as of Q1 2026.
FWG Investments bought 1,390 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $209K.
Vanguard High Dividend Yield ETF made up 0.39% of FWG Investments's portfolio in Q1 2026, its #66 holding.
FWG Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 9 quarters since.
FWG Investments's Vanguard High Dividend Yield ETF position peaked at $770K in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.