Valley Forge Investment Consultants’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Valley Forge Investment Consultants’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	$1.31M	Sell	8,262 -152	-2%	-$23.8K	0.34%	27
2026 Q1	$1.25M	Buy	8,414 +9	+0.1%	+$1.35K	0.37%	27
2025 Q4	$1.21M	Sell	8,405 -20	-0.2%	-$2.84K	0.35%	26
2025 Q3	$1.19M	Buy	8,425 +2,128	+34%	+$292K	0.35%	28
2025 Q2	$840K	Buy	6,297 +134	+2%	+$17K	0.27%	36
2025 Q1	$795K	Sell	6,163 -222	-3%	-$29.1K	0.28%	32
2024 Q4	$815K	Sell	6,385 -302	-5%	-$39.4K	0.28%	36
2024 Q3	$857K	Buy	6,687 +2,175	+48%	+$269K	0.3%	31
2024 Q2	$535K	Buy	4,512 +2,330	+107%	+$276K	0.2%	40
2024 Q1	$264K	Hold	2,182	–	–	0.1%	65
2023 Q4	$244K	Hold	2,182	–	–	0.11%	60
2023 Q3	$225K	Hold	2,182	–	–	0.1%	63
2023 Q2	$231K	Hold	2,182	–	–	0.11%	53
2023 Q1	$230K	Hold	2,182	–	–	0.12%	54
2022 Q4	$236K	Buy	+2,182	New	+$232K	0.12%	60

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valley Forge Investment Consultants's VYM Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $23.8K and leaving 8,262 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #27.

Valley Forge Investment Consultants first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Valley Forge Investment Consultants held 8,262 shares of Vanguard High Dividend Yield ETF worth $1.31M as of Q2 2026.
Valley Forge Investment Consultants sold 152 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.8K.
Vanguard High Dividend Yield ETF made up 0.34% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #27 holding.
Valley Forge Investment Consultants first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.