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Investor's Fiduciary Advisor Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Investor's Fiduciary Advisor Network’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 		$5.43M Sell
34,378
-1,140
-3% -$178K 1.84% 9
2026
Q1 		$5.26M Sell
35,518
-621
-2% -$93.4K 1.61% 8
2025
Q4 		$5.19M Buy
36,139
+156
+0.4% +$22.2K 1.11% 17
2025
Q3 		$5.07M Sell
35,983
-470
-1% -$64.6K 1.72% 8
2025
Q2 		$4.86M Buy
36,453
+3,358
+10% +$425K 1.81% 8
2025
Q1 		$4.27M Sell
33,095
-1,932
-6% -$253K 2.01% 9
2024
Q4 		$4.47M Buy
+35,027
New +$4.57M 1.71% 8

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 22.96% 1-Year Est. Return

Investor's Fiduciary Advisor Network's VYM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q2 2026, selling an estimated $178K and leaving 34,378 shares worth $5.43M. The position accounts for 1.84% of the portfolio, ranked #9.

Investor's Fiduciary Advisor Network first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 34,378 shares of Vanguard High Dividend Yield ETF worth $5.43M as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 1,140 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $178K.
  • Vanguard High Dividend Yield ETF made up 1.84% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #9 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.