Aldebaran Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aldebaran Financial’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	$835K	Buy	5,378 +203	+4%	+$32.9K	0.64%	31
2026 Q2	$818K	Buy	5,175 +3	+0.1%	+$469	0.66%	32
2026 Q1	$766K	Buy	5,172 +6	+0.1%	+$902	0.73%	35
2025 Q4	$747K	Buy	5,166 +366	+8%	+$52.1K	0.69%	35
2025 Q3	$677K	Sell	4,800 -30	-0.6%	-$4.12K	0.68%	36
2025 Q2	$644K	Buy	4,830 +1	+0%	+$127	0.71%	33
2025 Q1	$623K	Buy	4,829 +17	+0.4%	+$2.22K	0.76%	36
2024 Q4	$613K	Buy	+4,812	New	+$627K	0.72%	39

Other funds holding VYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Aldebaran Financial's VYM Position: Q3 2026 in Review

Aldebaran Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q3 2026, buying an estimated $32.9K and bringing the position to 5,378 shares worth $835K. The position accounts for 0.64% of the portfolio, ranked #31.

Aldebaran Financial first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. 1,416 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Aldebaran Financial held 5,378 shares of Vanguard High Dividend Yield ETF worth $835K as of Q3 2026.
Aldebaran Financial bought 203 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $32.9K.
Vanguard High Dividend Yield ETF made up 0.64% of Aldebaran Financial's portfolio in Q3 2026, its #31 holding.
Aldebaran Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
1,416 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Aldebaran Financial's 13F filing for Q3 2026, filed 6 Nov 2026.