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

Accredited 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
2025
Q3 		$72.8K Buy
54,316
+53,800
+10,426% +$7.39M 0.05% 118
2025
Q2 		$68.8K Sell
516
-359
-41% -$45.5K 0.06% 116
2025
Q1 		$113K Hold
875
– – 0.1% 80
2024
Q4 		$112K Buy
+875
New +$114K 0.1% 90

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Wealth Management's VYM Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 10,426% in Q3 2025, buying an estimated $7.39M and bringing the position to 54,316 shares worth $72.8K. The position accounts for 0.05% of the portfolio, ranked #118.

Accredited Wealth Management first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $113K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Accredited Wealth Management held 54,316 shares of Vanguard High Dividend Yield ETF worth $72.8K as of Q3 2025.
  • Accredited Wealth Management bought 53,800 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $7.39M.
  • Vanguard High Dividend Yield ETF made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #118 holding.
  • Accredited Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard High Dividend Yield ETF position peaked at $113K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.