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3 Factor Indexing’s Vanguard High Dividend Yield ETF VYM Stock Holding History

3 Factor Indexing’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 		$1.56M Hold
9,875
– – 1.32% 16
2026
Q1 		$1.46M Buy
+9,875
New +$1.48M 1.38% 15

Other funds holding VYM

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

3 Factor Indexing's VYM Position: Q2 2026 in Review

3 Factor Indexing held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 9,875 shares worth $1.56M. The position accounts for 1.32% of the portfolio, ranked #16.

3 Factor Indexing first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • 3 Factor Indexing held 9,875 shares of Vanguard High Dividend Yield ETF worth $1.56M as of Q2 2026.
  • 3 Factor Indexing left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 1.32% of 3 Factor Indexing's portfolio in Q2 2026, its #16 holding.
  • 3 Factor Indexing first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.