Delap Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Delap Wealth Advisory’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	$771K	Hold	4,969	–	–	0.27%	40
2026 Q2	$785K	Sell	4,969 -62	-1%	-$9.7K	0.27%	44
2026 Q1	$745K	Hold	5,031	–	–	0.28%	39
2025 Q4	$722K	Hold	5,031	–	–	0.28%	43
2025 Q3	$710K	Buy	+5,031	New	+$691K	0.3%	38
2025 Q2	–	Sell	-2,076	Closed	-$268K	–	88
2025 Q1	$268K	Buy	+2,076	New	+$272K	0.15%	68
2024 Q1	–	Sell	-1,890	Closed	-$211K	–	273
2023 Q4	$211K	Buy	+1,890	New	+$199K	0.1%	90

Other funds holding VYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Delap Wealth Advisory's VYM Position: Q3 2026 in Review

Delap Wealth Advisory held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 4,969 shares worth $771K. The position accounts for 0.27% of the portfolio, ranked #40.

Delap Wealth Advisory first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $785K in Q2 2026. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Delap Wealth Advisory held 4,969 shares of Vanguard High Dividend Yield ETF worth $771K as of Q3 2026.
Delap Wealth Advisory left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.27% of Delap Wealth Advisory's portfolio in Q3 2026, its #40 holding.
Delap Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
Delap Wealth Advisory's Vanguard High Dividend Yield ETF position peaked at $785K in Q2 2026.
1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.