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NFP Retirement Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

NFP Retirement Inc’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 		$7.27M Buy
46,033
+5,930
+15% +$927K 0.4% 49
2026
Q1 		$5.94M Buy
40,103
+8,366
+26% +$1.26M 0.36% 52
2025
Q4 		$4.55M Buy
31,737
+11,759
+59% +$1.67M 0.28% 62
2025
Q3 		$2.82M Sell
19,978
-2,547
-11% -$350K 0.18% 78
2025
Q2 		$3M Sell
22,525
-3,838
-15% -$486K 0.2% 74
2025
Q1 		$3.4M Sell
26,363
-4,925
-16% -$645K 0.27% 54
2024
Q4 		$3.99M Sell
31,288
-3,957
-11% -$516K 0.32% 48
2024
Q3 		$4.52M Sell
35,245
-1,211
-3% -$150K 0.37% 43
2024
Q2 		$4.32M Buy
36,456
+4,248
+13% +$504K 0.36% 46
2024
Q1 		$3.9M Sell
32,208
-4,670
-13% -$535K 0.34% 48
2023
Q4 		$4.12M Buy
36,878
+1,014
+3% +$107K 0.7% 35
2023
Q3 		$3.71M Sell
35,864
-282
-0.8% -$30.3K 0.71% 35
2023
Q2 		$3.83M Sell
36,146
-2,575
-7% -$270K 0.72% 35
2023
Q1 		$4.09M Sell
38,721
-530
-1% -$57K 0.81% 30
2022
Q4 		$4.25M Sell
39,251
-11,386
-22% -$1.21M 0.93% 28
2022
Q3 		$4.8M Buy
50,637
+2,571
+5% +$267K 1.18% 26
2022
Q2 		$4.89M Buy
48,066
+2,560
+6% +$277K 1.24% 22
2022
Q1 		$5.11M Sell
45,506
-1,781
-4% -$199K 1.21% 23
2021
Q4 		$5.3M Buy
47,287
+2,044
+5% +$222K 1.9% 13
2021
Q3 		$4.68M Buy
45,243
+1,926
+4% +$204K 1.9% 13
2021
Q2 		$4.54M Sell
43,317
-64,797
-60% -$6.8M 1.75% 12
2021
Q1 		$10.9M Buy
108,114
+91,512
+551% +$8.83M 4.75% 5
2020
Q4 		$1.52M Buy
16,602
+1,486
+10% +$129K 0.94% 32
2020
Q3 		$1.22M Buy
15,116
+609
+4% +$49.9K 0.81% 37
2020
Q2 		$1.14M Sell
14,507
-189
-1% -$14.7K 0.84% 33
2020
Q1 		$1.04M Buy
14,696
+145
+1% +$12.5K 1.02% 27
2019
Q4 		$1.36M Buy
+14,551
New +$1.32M 1.26% 23

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

NFP Retirement Inc's VYM Position: Q2 2026 in Review

NFP Retirement Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, buying an estimated $927K and bringing the position to 46,033 shares worth $7.27M. The position accounts for 0.4% of the portfolio, ranked #49.

NFP Retirement Inc first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q1 2021. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • NFP Retirement Inc held 46,033 shares of Vanguard High Dividend Yield ETF worth $7.27M as of Q2 2026.
  • NFP Retirement Inc bought 5,930 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $927K.
  • Vanguard High Dividend Yield ETF made up 0.4% of NFP Retirement Inc's portfolio in Q2 2026, its #49 holding.
  • NFP Retirement Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Vanguard High Dividend Yield ETF position peaked at $10.9M in Q1 2021.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.