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Aurora Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aurora Private Wealth’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 		$295K Buy
1,903
+11
+0.6% +$1.78K 0.19% 128
2026
Q2 		$299K Sell
1,892
-255
-12% -$39.9K 0.19% 124
2026
Q1 		$315K Sell
2,147
-320
-13% -$48.1K 0.22% 112
2025
Q4 		$353K Buy
+2,467
New +$351K 0.23% 102
2025
Q2 		$288K Buy
2,164
+14
+0.7% +$1.77K 0.21% 120
2025
Q1 		$277K Buy
+2,150
New +$281K 0.22% 111
2024
Q4 		– Sell
-2,589
Closed -$332K – 169
2024
Q3 		$332K Buy
2,589
+416
+19% +$51.4K 0.26% 99
2024
Q2 		$258K Sell
2,173
-96
-4% -$11.4K 0.23% 116
2024
Q1 		$274K Sell
2,269
-428
-16% -$49K 0.24% 111
2023
Q4 		$301K Sell
2,697
-45
-2% -$4.73K 0.28% 97
2023
Q3 		$283K Buy
2,742
+512
+23% +$54.9K 0.31% 93
2023
Q2 		$237K Sell
2,230
-402
-15% -$42.2K 0.27% 107
2023
Q1 		$278K Buy
2,632
+18
+0.7% +$1.94K 0.3% 106
2022
Q4 		$283K Sell
2,614
-199
-7% -$21.2K 0.32% 98
2022
Q3 		$267K Buy
2,813
+240
+9% +$25K 0.12% 123
2022
Q2 		$262K Buy
2,573
+17
+0.7% +$1.84K 0.12% 127
2022
Q1 		$287K Buy
2,556
+15
+0.6% +$1.67K 0.12% 141
2021
Q4 		$285K Buy
2,541
+20
+0.8% +$2.18K 0.12% 143
2021
Q3 		$261K Buy
+2,521
New +$267K 0.11% 171

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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

Aurora Private Wealth's VYM Position: Q3 2026 in Review

Aurora Private Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q3 2026, buying an estimated $1.78K and bringing the position to 1,903 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #128.

Aurora Private Wealth first reported a position in VYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $353K in Q4 2025. 916 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Aurora Private Wealth held 1,903 shares of Vanguard High Dividend Yield ETF worth $295K as of Q3 2026.
  • Aurora Private Wealth bought 11 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $1.78K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Aurora Private Wealth's portfolio in Q3 2026, its #128 holding.
  • Aurora Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 19 quarters since.
  • Aurora Private Wealth's Vanguard High Dividend Yield ETF position peaked at $353K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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