Cambridge Advisors
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Cambridge Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cambridge Advisors’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 		$348K Hold
2,241
– – 0.06% 148
2026
Q2 		$354K Hold
2,241
– – 0.06% 146
2026
Q1 		$332K Buy
2,241
+117
+6% +$17.6K 0.06% 142
2025
Q4 		$305K Buy
+2,124
New +$302K 0.06% 149

Other funds holding VYM

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cambridge Advisors's VYM Position: Q3 2026 in Review

Cambridge Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 2,241 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #148.

Cambridge Advisors first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q2 2026. 1,692 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Cambridge Advisors held 2,241 shares of Vanguard High Dividend Yield ETF worth $348K as of Q3 2026.
  • Cambridge Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.06% of Cambridge Advisors's portfolio in Q3 2026, its #148 holding.
  • Cambridge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Cambridge Advisors's Vanguard High Dividend Yield ETF position peaked at $354K in Q2 2026.
  • 1,692 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.