Strategic Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strategic Financial Partners’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	$302K	Hold	2,040	–	–	0.13%	66
2025 Q4	$293K	Sell	2,040 -80	-4%	-$11.4K	0.13%	67
2025 Q3	$299K	Sell	2,120 -150	-7%	-$20.6K	0.14%	66
2025 Q2	$303K	Hold	2,270	–	–	0.14%	65
2025 Q1	$293K	Hold	2,270	–	–	0.15%	62
2024 Q4	$290K	Hold	2,270	–	–	0.15%	60
2024 Q3	$291K	Hold	2,270	–	–	0.15%	58
2024 Q2	$269K	Hold	2,270	–	–	0.15%	58
2024 Q1	$275K	Hold	2,270	–	–	0.15%	59
2023 Q4	$253K	Hold	2,270	–	–	0.15%	60
2023 Q3	$235K	Hold	2,270	–	–	0.14%	63
2023 Q2	$241K	Hold	2,270	–	–	0.14%	65
2023 Q1	$239K	Sell	2,270 -230	-9%	-$24.7K	0.15%	62
2022 Q4	$271K	Hold	2,500	–	–	0.17%	59
2022 Q3	$237K	Hold	2,500	–	–	0.15%	56
2022 Q2	$254K	Hold	2,500	–	–	0.15%	52
2022 Q1	$281K	Hold	2,500	–	–	0.14%	57
2021 Q4	$280K	Hold	2,500	–	–	0.14%	60
2021 Q3	$258K	Hold	2,500	–	–	0.14%	61
2021 Q2	$262K	Buy	2,500 +40	+2%	+$4.2K	0.14%	59
2021 Q1	$249K	Buy	2,460 +5	+0.2%	+$482	0.15%	61
2020 Q4	$225K	Buy	+2,455	New	+$213K	0.15%	61

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Financial Partners's VYM Position: Q1 2026 in Review

Strategic Financial Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,040 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #66.

Strategic Financial Partners first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $303K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Strategic Financial Partners held 2,040 shares of Vanguard High Dividend Yield ETF worth $302K as of Q1 2026.
Strategic Financial Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.13% of Strategic Financial Partners's portfolio in Q1 2026, its #66 holding.
Strategic Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
Strategic Financial Partners's Vanguard High Dividend Yield ETF position peaked at $303K in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.