Convergence Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Convergence Financial’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	$4.29M	Buy	+27,634	New	+$4.48M	0.6%	37

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

Convergence Financial's VYM Position: Q3 2026 in Review

Convergence Financial opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 27,634 shares worth $4.29M. The stake represents 0.6% of the portfolio and ranks #37 among its holdings.

874 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Convergence Financial held 27,634 shares of Vanguard High Dividend Yield ETF worth $4.29M as of Q3 2026.
Vanguard High Dividend Yield ETF was a new Convergence Financial position in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.6% of Convergence Financial's portfolio in Q3 2026, its #37 holding.
874 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.