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PFG Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

PFG 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 		$6.14M Sell
41,489
-1,603
-4% -$241K 0.29% 65
2025
Q4 		$6.18M Buy
43,092
+465
+1% +$66.1K 0.29% 64
2025
Q3 		$6.01M Sell
42,627
-305
-0.7% -$41.9K 0.31% 61
2025
Q2 		$5.72M Sell
42,932
-1,048
-2% -$133K 0.34% 59
2025
Q1 		$5.67M Sell
43,980
-4,117
-9% -$539K 0.36% 51
2024
Q4 		$6.14M Buy
48,097
+3,139
+7% +$409K 0.38% 42
2024
Q3 		$5.76M Sell
44,958
-15,804
-26% -$1.95M 0.37% 49
2024
Q2 		$7.21M Sell
60,762
-23,034
-27% -$2.73M 0.51% 29
2024
Q1 		$10.1M Buy
83,796
+40,385
+93% +$4.63M 0.61% 21
2023
Q4 		$4.85M Buy
43,411
+2,400
+6% +$252K 0.9% 15
2023
Q3 		$4.24M Buy
41,011
+5,430
+15% +$583K 0.8% 19
2023
Q2 		$3.77M Sell
35,581
-2,474
-7% -$259K 0.67% 24
2023
Q1 		$4.01M Buy
+38,055
New +$4.09M 0.82% 16

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG Investments's VYM Position: Q1 2026 in Review

PFG Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q1 2026, selling an estimated $241K and leaving 41,489 shares worth $6.14M. The position accounts for 0.29% of the portfolio, ranked #65.

PFG Investments first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • PFG Investments held 41,489 shares of Vanguard High Dividend Yield ETF worth $6.14M as of Q1 2026.
  • PFG Investments sold 1,603 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $241K.
  • Vanguard High Dividend Yield ETF made up 0.29% of PFG Investments's portfolio in Q1 2026, its #65 holding.
  • PFG Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • PFG Investments's Vanguard High Dividend Yield ETF position peaked at $10.1M in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.