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

Act 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 		$42.5M Buy
274,034
+3,660
+1% +$593K 12.5% 2
2026
Q2 		$42.7M Buy
270,374
+1,602
+0.6% +$250K 12.56% 2
2026
Q1 		$39.8M Sell
268,772
-1,932
-0.7% -$290K 13.37% 2
2025
Q4 		$38.9M Buy
270,704
+6,495
+2% +$924K 12.71% 2
2025
Q3 		$37.2M Buy
264,209
+11,404
+5% +$1.57M 13.05% 2
2025
Q2 		$33.7M Buy
252,805
+6,546
+3% +$829K 14.24% 2
2025
Q1 		$31.8M Buy
246,259
+7,680
+3% +$1.01M 14.37% 2
2024
Q4 		$30.4M Sell
238,579
-2,006
-0.8% -$262K 14.23% 2
2024
Q3 		$30.8M Buy
240,585
+3,859
+2% +$476K 13.67% 3
2024
Q2 		$28.1M Sell
236,726
-5,207
-2% -$617K 13.81% 3
2024
Q1 		$29.3M Buy
241,933
+4,717
+2% +$540K 14.75% 3
2023
Q4 		$26.5M Buy
237,216
+6,429
+3% +$676K 14.29% 3
2023
Q3 		$23.8M Sell
230,787
-11,092
-5% -$1.19M 16% 3
2023
Q2 		$25.7M Buy
241,879
+14,314
+6% +$1.5M 14.43% 3
2023
Q1 		$24M Buy
227,565
+10,073
+5% +$1.08M 14.28% 3
2022
Q4 		$23.5M Buy
217,492
+6,221
+3% +$662K 14.87% 3
2022
Q3 		$20M Buy
211,271
+4,311
+2% +$448K 14.33% 3
2022
Q2 		$21M Sell
206,960
-4,973
-2% -$539K 13.76% 4
2022
Q1 		$23.8M Sell
211,933
-20,675
-9% -$2.31M 13.53% 3
2021
Q4 		$26.1M Buy
232,608
+12,869
+6% +$1.4M 15.01% 2
2021
Q3 		$23M Hold
219,739
– – 14.23% 4
2021
Q2 		$23M Sell
219,739
-11,064
-5% -$1.16M 14.2% 4
2021
Q1 		$23.3M Sell
230,803
-14,597
-6% -$1.41M 15.06% 3
2020
Q4 		$22.5M Buy
+245,400
New +$21.3M 14.43% 3

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

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

Act Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q3 2026, buying an estimated $593K and bringing the position to 274,034 shares worth $42.5M. The position accounts for 12.5% of the portfolio, ranked #2.

Act Wealth Management first reported a position in VYM in Q4 2020 and has held it in 24 quarters since. The position peaked at $42.7M in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Act Wealth Management held 274,034 shares of Vanguard High Dividend Yield ETF worth $42.5M as of Q3 2026.
  • Act Wealth Management bought 3,660 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $593K.
  • Vanguard High Dividend Yield ETF made up 12.5% of Act Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Act Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Vanguard High Dividend Yield ETF position peaked at $42.7M in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.