STACKSTONE WEALTH, LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$3.36M	Buy	+21,680	New	+$3.52M	0.33%	73

Other funds holding VYM

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VYM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 21,680 shares worth $3.36M. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

499 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

STACKSTONE WEALTH, LLC held 21,680 shares of Vanguard High Dividend Yield ETF worth $3.36M as of Q3 2026.
Vanguard High Dividend Yield ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.33% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #73 holding.
499 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.