BAM Wealth Management
VYM icon

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

BAM 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 		$340K Buy
2,193
+171
+8% +$27.7K 0.18% 139
2026
Q2 		$320K Buy
2,022
+167
+9% +$26.1K 0.2% 130
2026
Q1 		$275K Buy
1,855
+50
+3% +$7.52K 0.21% 125
2025
Q4 		$259K Buy
1,805
+187
+12% +$26.6K 0.19% 127
2025
Q3 		$228K Buy
+1,618
New +$222K 0.18% 135

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

BAM Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.5% in Q3 2026, buying an estimated $27.7K and bringing the position to 2,193 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #139.

BAM Wealth Management first reported a position in VYM in Q3 2025 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • BAM Wealth Management held 2,193 shares of Vanguard High Dividend Yield ETF worth $340K as of Q3 2026.
  • BAM Wealth Management bought 171 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $27.7K.
  • Vanguard High Dividend Yield ETF made up 0.18% of BAM Wealth Management's portfolio in Q3 2026, its #139 holding.
  • BAM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.