3Chopt Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

3Chopt Investment 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	$1.39M	Buy	9,376 +173	+2%	+$26K	0.32%	74
2025 Q4	$1.32M	Buy	9,203 +1	+0%	+$142	0.3%	75
2025 Q3	$1.3M	Sell	9,202 -243	-3%	-$33.4K	0.3%	78
2025 Q2	$1.26M	Sell	9,445 -370	-4%	-$46.9K	0.3%	77
2025 Q1	$1.27M	Buy	+9,815	New	+$1.28M	0.33%	73
2024 Q3	–	Sell	-9,445	Closed	-$1.12M	–	178
2024 Q2	$1.12M	Buy	+9,445	New	+$1.12M	0.34%	68
2024 Q1	–	Sell	-9,505	Closed	-$1.06M	–	161
2023 Q4	$1.06M	Buy	+9,505	New	+$999K	0.39%	64

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

3Chopt Investment Partners's VYM Position: Q1 2026 in Review

3Chopt Investment Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q1 2026, buying an estimated $26K and bringing the position to 9,376 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #74.

3Chopt Investment Partners first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

3Chopt Investment Partners held 9,376 shares of Vanguard High Dividend Yield ETF worth $1.39M as of Q1 2026.
3Chopt Investment Partners bought 173 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $26K.
Vanguard High Dividend Yield ETF made up 0.32% of 3Chopt Investment Partners's portfolio in Q1 2026, its #74 holding.
3Chopt Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.