BCS Wealth Management
VYM icon

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

BCS 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 		$640K Buy
4,127
+54
+1% +$8.76K 0.11% 147
2026
Q2 		$644K Buy
4,073
+1,202
+42% +$188K 0.12% 150
2026
Q1 		$425K Sell
2,871
-2,266
-44% -$341K 0.09% 176
2025
Q4 		$737K Buy
5,137
+2,283
+80% +$325K 0.07% 185
2025
Q3 		$402K Hold
2,854
– – 0.09% 170
2025
Q2 		$380K Sell
2,854
-13
-0.5% -$1.65K 0.08% 179
2025
Q1 		$370K Sell
2,867
-391
-12% -$51.2K 0.1% 176
2024
Q4 		$416K Buy
+3,258
New +$425K 0.1% 171
2024
Q2 		– Sell
-3,230
Closed -$391K – 238
2024
Q1 		$391K Sell
3,230
-20
-0.6% -$2.29K 0.13% 161
2023
Q4 		$363K Buy
3,250
+57
+2% +$5.99K 0.13% 146
2023
Q3 		$330K Buy
+3,193
New +$343K 0.14% 142
2023
Q2 		– Sell
-2,333
Closed -$246K – 181
2023
Q1 		$246K Hold
2,333
– – 0.11% 134
2022
Q4 		$252K Buy
+2,333
New +$248K 0.11% 162
2022
Q1 		– Sell
-2,267
Closed -$254K – 212
2021
Q4 		$254K Buy
+2,267
New +$247K 0.09% 174

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

BCS Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q3 2026, buying an estimated $8.76K and bringing the position to 4,127 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #147.

BCS Wealth Management first reported a position in VYM in Q4 2021 and has held it in 14 quarters since. The position peaked at $737K in Q4 2025. 1,429 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • BCS Wealth Management held 4,127 shares of Vanguard High Dividend Yield ETF worth $640K as of Q3 2026.
  • BCS Wealth Management bought 54 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $8.76K.
  • Vanguard High Dividend Yield ETF made up 0.11% of BCS Wealth Management's portfolio in Q3 2026, its #147 holding.
  • BCS Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 14 quarters since.
  • BCS Wealth Management's Vanguard High Dividend Yield ETF position peaked at $737K in Q4 2025.
  • 1,429 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.