Altus Wealth Group
VYM icon

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
Q3 		$223K Buy
1,439
+1
+0.1% +$162 0.08% 130
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

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

Altus Wealth Group's VYM Position: Q3 2026 in Review

Altus Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q3 2026, buying an estimated $162 and bringing the position to 1,439 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #130.

Altus Wealth Group first reported a position in VYM in Q4 2020 and has held it in 18 quarters since. The position peaked at $367K in Q4 2021. 861 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Altus Wealth Group held 1,439 shares of Vanguard High Dividend Yield ETF worth $223K as of Q3 2026.
  • Altus Wealth Group bought 1 Vanguard High Dividend Yield ETF share in Q3 2026, an estimated $162.
  • Vanguard High Dividend Yield ETF made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #130 holding.
  • Altus Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 18 quarters since.
  • Altus Wealth Group's Vanguard High Dividend Yield ETF position peaked at $367K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.