Able Wealth Management
VYM icon

Able Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Able Wealth Management’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 		$215K Hold
1,370
– – 0.05% 169
2026
Q2 		$217K Hold
1,370
– – 0.05% 142
2026
Q1 		$203K Buy
+1,370
New +$206K 0.05% 126

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Martel Wealth Advisors
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HCR Wealth Advisors
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Inspirion Wealth Advisors
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AssetMark Inc
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SBI Securities
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Marino Stram & Associates
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Able Wealth Management's VYM Position: Q3 2026 in Review

Able Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,370 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #169.

Able Wealth Management first reported a position in VYM in Q1 2026 and has held it in 3 quarters since. The position peaked at $217K in Q2 2026. 822 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Able Wealth Management held 1,370 shares of Vanguard High Dividend Yield ETF worth $215K as of Q3 2026.
  • Able Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Able Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • Able Wealth Management's Vanguard High Dividend Yield ETF position peaked at $217K in Q2 2026.
  • 822 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.