Castleview Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Castleview Partners’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	$432K	Sell	2,782 -2,831	-50%	-$459K	0.19%	131
2026 Q2	$887K	Buy	5,613 +3,342	+147%	+$522K	0.39%	57
2026 Q1	$336K	Buy	+2,271	New	+$341K	0.17%	133
2025 Q1	–	Sell	-279	Closed	-$35.6K	–	574
2024 Q4	$35.6K	Buy	279 +92	+49%	+$12K	0.02%	395
2024 Q3	$24K	Hold	187	–	–	0.01%	422
2024 Q2	$22.2K	Hold	187	–	–	0.01%	428
2024 Q1	$22.6K	Hold	187	–	–	0.01%	449
2023 Q4	$20.9K	Hold	187	–	–	0.01%	430
2023 Q3	$19.3K	Sell	187 -37	-17%	-$3.97K	0.02%	365
2023 Q2	$23.8K	Sell	224 -1,749	-89%	-$183K	0.02%	340
2023 Q1	$208K	Sell	1,973 -56	-3%	-$6.02K	0.18%	127
2022 Q4	$220K	Sell	2,029 -18	-0.9%	-$1.92K	0.21%	110
2022 Q3	$194K	Buy	2,047 +1,865	+1,025%	+$194K	0.19%	120
2022 Q2	$9.02K	Sell	182 -2,474	-93%	-$268K	0.01%	470
2022 Q1	$298K	Buy	+2,656	New	+$296K	0.19%	117
2021 Q2	$374K	Buy	+3,568	New	+$375K	0.16%	130
2018 Q1	$4.13M	Buy	+50,099	New	+$4.31M	3.42%	5

Other funds holding VYM

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Castleview Partners's VYM Position: Q3 2026 in Review

Castleview Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q3 2026, selling an estimated $459K and leaving 2,782 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #131.

Castleview Partners first reported a position in VYM in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.13M in Q1 2018. 681 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Castleview Partners held 2,782 shares of Vanguard High Dividend Yield ETF worth $432K as of Q3 2026.
Castleview Partners sold 2,831 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $459K.
Vanguard High Dividend Yield ETF made up 0.19% of Castleview Partners's portfolio in Q3 2026, its #131 holding.
Castleview Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 17 quarters since.
Castleview Partners's Vanguard High Dividend Yield ETF position peaked at $4.13M in Q1 2018.
681 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.