Ellevest Inc
VYM icon

Ellevest Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ellevest Inc’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 		$264K Buy
2,185
+222
+11% +$36K 0.03% 371
2026
Q2 		$232K Buy
+1,963
New +$307K 0.03% 420
2023
Q2 		– Sell
-524
Closed -$55.3K – 1607
2023
Q1 		$55.3K Sell
524
-438
-46% -$47.1K ﹤0.01% 581
2022
Q4 		$104K Buy
962
+313
+48% +$33.3K 0.01% 425
2022
Q3 		$62K Hold
649
– – 0.01% 525
2022
Q2 		$66K Sell
649
-676
-51% -$73.3K 0.01% 497
2022
Q1 		$149K Buy
1,325
+600
+83% +$66.9K 0.01% 355
2021
Q4 		$81K Hold
725
– – 0.01% 425
2021
Q3 		$75K Sell
725
-1,886
-72% -$199K 0.01% 413
2021
Q2 		$274K Buy
2,611
+2,486
+1,989% +$261K 0.03% 187
2021
Q1 		$13K Buy
+125
New +$12.1K ﹤0.01% 745
2020
Q1 		– Sell
-399
Closed -$34.3K – 1315
2019
Q4 		$37K Buy
+399
New +$36.2K 0.01% 265

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

Ellevest Inc's VYM Position: Q3 2026 in Review

Ellevest Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q3 2026, buying an estimated $36K and bringing the position to 2,185 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #371.

Ellevest Inc first reported a position in VYM in Q4 2019 and has held it in 12 quarters since. The position peaked at $274K in Q2 2021. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Ellevest Inc held 2,185 shares of Vanguard High Dividend Yield ETF worth $264K as of Q3 2026.
  • Ellevest Inc bought 222 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $36K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #371 holding.
  • Ellevest Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 12 quarters since.
  • Ellevest Inc's Vanguard High Dividend Yield ETF position peaked at $274K in Q2 2021.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.