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

Atticus 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 		$4.75M Buy
30,578
+77
+0.3% +$12.5K 1.05% 14
2026
Q2 		$4.82M Sell
30,501
-343
-1% -$53.6K 1.15% 14
2026
Q1 		$4.57M Sell
30,844
-1,016
-3% -$153K 1.24% 14
2025
Q4 		$4.57M Buy
31,860
+681
+2% +$96.9K 1.13% 14
2025
Q3 		$4.39M Buy
31,179
+292
+0.9% +$40.1K 1.11% 14
2025
Q2 		$4.12M Buy
30,887
+1,122
+4% +$142K 1.11% 14
2025
Q1 		$3.84M Sell
29,765
-245
-0.8% -$32.1K 1.25% 14
2024
Q4 		$3.83M Buy
30,010
+1,471
+5% +$192K 1.19% 15
2024
Q3 		$3.66M Buy
28,539
+474
+2% +$58.5K 1.17% 16
2024
Q2 		$3.33M Sell
28,065
-553
-2% -$65.6K 1.09% 18
2024
Q1 		$3.46M Sell
28,618
-161
-0.6% -$18.4K 1.13% 16
2023
Q4 		$3.21M Sell
28,779
-2,280
-7% -$240K 1.13% 15
2023
Q3 		$3.21M Buy
31,059
+1,274
+4% +$137K 1.23% 15
2023
Q2 		$3.16M Buy
29,785
+344
+1% +$36.1K 1.16% 17
2023
Q1 		$3.11M Sell
29,441
-9,723
-25% -$1.05M 1.19% 17
2022
Q4 		$4.24M Sell
39,164
-941
-2% -$100K 1.74% 12
2022
Q3 		$4.08M Hold
40,105
– – 1.97% 11
2022
Q2 		$4.08M Sell
40,105
-608
-1% -$65.9K 1.69% 14
2022
Q1 		$4.57M Buy
40,713
+5,310
+15% +$592K 1.67% 16
2021
Q4 		$3.97M Buy
35,403
+5,272
+17% +$574K 1.55% 16
2021
Q3 		$3.11M Buy
30,131
+162
+0.5% +$17.1K 1.37% 17
2021
Q2 		$3.14M Sell
29,969
-330
-1% -$34.6K 1.37% 21
2021
Q1 		$3.06M Sell
30,299
-890
-3% -$85.9K 1.46% 18
2020
Q4 		$2.85M Buy
31,189
+12,423
+66% +$1.08M 1.44% 19
2020
Q3 		$1.52M Sell
18,766
-6,983
-27% -$572K 0.91% 24
2020
Q2 		$2.03M Sell
25,749
-6,663
-21% -$518K 1.34% 20
2020
Q1 		$2.29M Sell
32,412
-950
-3% -$81.6K 1.85% 17
2019
Q4 		$3.13M Buy
+33,362
New +$3.03M 1.99% 16

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
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Atticus Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.25% in Q3 2026, buying an estimated $12.5K and bringing the position to 30,578 shares worth $4.75M. The position accounts for 1.05% of the portfolio, ranked #14.

Atticus Wealth Management first reported a position in VYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.82M in Q2 2026. 616 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Atticus Wealth Management held 30,578 shares of Vanguard High Dividend Yield ETF worth $4.75M as of Q3 2026.
  • Atticus Wealth Management bought 77 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $12.5K.
  • Vanguard High Dividend Yield ETF made up 1.05% of Atticus Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Atticus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Vanguard High Dividend Yield ETF position peaked at $4.82M in Q2 2026.
  • 616 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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