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Altus Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Altus Wealth Group’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
Q2 		$227K Buy
1,438
+1
+0.1% +$156 0.08% 139
2026
Q1 		$213K Buy
1,437
+1
+0.1% +$150 0.09% 133
2025
Q4 		$206K Buy
1,436
+1
+0.1% +$142 0.08% 134
2025
Q3 		$202K Buy
+1,435
New +$197K 0.08% 138
2024
Q2 		– Sell
-1,738
Closed -$210K – 149
2024
Q1 		$210K Sell
1,738
-1,129
-39% -$129K 0.11% 130
2023
Q4 		$320K Buy
2,867
+10
+0.4% +$1.05K 0.18% 109
2023
Q3 		$295K Buy
2,857
+7
+0.2% +$751 0.19% 105
2023
Q2 		$302K Buy
2,850
+9
+0.3% +$944 0.19% 111
2023
Q1 		$300K Sell
2,841
-84
-3% -$9.03K 0.2% 105
2022
Q4 		$316K Buy
2,925
+156
+6% +$16.6K 0.24% 99
2022
Q3 		$286K Hold
2,769
– – 0.28% 85
2022
Q2 		$286K Buy
2,769
+37
+1% +$4.01K 0.28% 85
2022
Q1 		$307K Sell
2,732
-539
-16% -$60.1K 0.25% 81
2021
Q4 		$367K Buy
3,271
+502
+18% +$54.6K 0.3% 79
2021
Q3 		$286K Buy
2,769
+546
+25% +$57.7K 0.28% 85
2021
Q2 		$233K Buy
+2,223
New +$233K 0.23% 98
2021
Q1 		– Sell
-825
Closed -$75K – 759
2020
Q4 		$75K Buy
+825
New +$71.7K 0.07% 166

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Altus Wealth Group's VYM Position: Q2 2026 in Review

Altus Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q2 2026, buying an estimated $156 and bringing the position to 1,438 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #139.

Altus Wealth Group first reported a position in VYM in Q4 2020 and has held it in 17 quarters since. The position peaked at $367K in Q4 2021. 483 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Altus Wealth Group held 1,438 shares of Vanguard High Dividend Yield ETF worth $227K as of Q2 2026.
  • Altus Wealth Group bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
  • Vanguard High Dividend Yield ETF made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #139 holding.
  • Altus Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 17 quarters since.
  • Altus Wealth Group's Vanguard High Dividend Yield ETF position peaked at $367K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.