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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 Buy
59,954
+57,844
+2,741% +$9.04M 0.31% 28
2026
Q1 		$312K Sell
2,110
-59,387
-97% -$8.93M 0.01% 265
2025
Q4 		$8.83M Buy
61,497
+37,304
+154% +$5.31M 0.29% 28
2025
Q3 		$3.41M Buy
24,193
+21,185
+704% +$2.91M 0.13% 42
2025
Q2 		$401K Sell
3,008
-61,501
-95% -$7.79M 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Gallagher Fiduciary Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2,741% in Q2 2026, buying an estimated $9.04M and bringing the position to 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. 2,070 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 bought 57,844 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.04M.
  • 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.
  • 2,070 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.