Centurion Wealth Management
VYM icon

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

Centurion 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 		$2.29M Sell
14,737
-152
-1% -$24.6K 0.55% 44
2026
Q2 		$2.35M Sell
14,889
-148
-1% -$23.1K 0.56% 44
2026
Q1 		$2.23M Buy
15,037
+165
+1% +$24.8K 0.5% 50
2025
Q4 		$2.13M Buy
14,872
+153
+1% +$21.8K 0.47% 54
2025
Q3 		$2.07M Buy
14,719
+9,805
+200% +$1.35M 0.47% 54
2025
Q2 		$655K Buy
4,914
+289
+6% +$36.6K 0.19% 94
2025
Q1 		$590K Hold
4,625
– – 0.18% 92
2024
Q4 		$590K Sell
4,625
-81
-2% -$10.6K 0.18% 92
2024
Q3 		$603K Buy
+4,706
New +$581K 0.19% 85
2024
Q1 		$690K Buy
5,705
+500
+10% +$57.3K 0.27% 68
2023
Q4 		$581K Sell
5,205
-116
-2% -$12.2K 0.25% 65
2023
Q3 		$550K Sell
5,321
-52
-1% -$5.58K 0.27% 64
2023
Q2 		$570K Sell
5,373
-844
-14% -$88.5K 0.27% 64
2023
Q1 		$656K Buy
6,217
+685
+12% +$73.7K 0.33% 57
2022
Q4 		$599K Buy
+5,532
New +$589K 0.34% 63

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
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
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

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

Centurion Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q3 2026, selling an estimated $24.6K and leaving 14,737 shares worth $2.29M. The position accounts for 0.55% of the portfolio, ranked #44.

Centurion Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2026. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Centurion Wealth Management held 14,737 shares of Vanguard High Dividend Yield ETF worth $2.29M as of Q3 2026.
  • Centurion Wealth Management sold 152 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $24.6K.
  • Vanguard High Dividend Yield ETF made up 0.55% of Centurion Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Centurion Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.35M in Q2 2026.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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