Gallagher Fiduciary Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gallagher Fiduciary Advisors’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	$9.47M	Sell	59,954 -8,751,927	-99%	-$1.37B	0.31%	28
2026 Q1	$312K	Buy	8,811,881 +8,750,384	+14,229%	+$1.32B	0.01%	265
2025 Q4	$8.83M	Buy	61,497 +37,304	+154%	+$5.31M	0.29%	28
2025 Q3	$3.41M	Sell	24,193 -7,957,494	-100%	-$1.09B	0.13%	42
2025 Q2	$401K	Buy	7,981,687 +7,917,178	+12,273%	+$1B	0.02%	208
2025 Q1	$8.32M	Buy	64,509 +61,794	+2,276%	+$8.09M	0.27%	28
2024 Q4	$346K	Buy	2,715 +955	+54%	+$125K	0.07%	199
2024 Q3	$226K	Sell	1,760 -3	-0.2%	-$370	0.05%	237
2024 Q2	$209K	Sell	1,763 -690	-28%	-$81.8K	0.05%	229
2024 Q1	$297K	Sell	2,453 -582	-19%	-$66.7K	0.01%	152
2023 Q4	$339K	Buy	3,035 +5	+0.2%	+$525	0.01%	129
2023 Q3	$313K	Sell	3,030 -340	-10%	-$36.5K	0.03%	124
2023 Q2	$357K	Sell	3,370 -1,501	-31%	-$157K	0.03%	140
2023 Q1	$514K	Buy	+4,871	New	+$524K	0.04%	119

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

Gallagher Fiduciary Advisors's VYM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 99% in Q2 2026, selling an estimated $1.37B and leaving 59,954 shares worth $9.47M. The position accounts for 0.31% of the portfolio, ranked #28.

Gallagher Fiduciary Advisors first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Gallagher Fiduciary Advisors held 59,954 shares of Vanguard High Dividend Yield ETF worth $9.47M as of Q2 2026.
Gallagher Fiduciary Advisors sold 8,751,927 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.37B.
Vanguard High Dividend Yield ETF made up 0.31% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #28 holding.
Gallagher Fiduciary Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.