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

Essential 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	$554K	Buy	3,567 +8	+0.2%	+$1.3K	0.25%	63
2026 Q2	$562K	Buy	3,559 +8	+0.2%	+$1.25K	0.26%	67
2026 Q1	$526K	Sell	3,551 -94	-3%	-$14.1K	0.18%	141
2025 Q4	$523K	Sell	3,645 -270	-7%	-$38.4K	0.16%	178
2025 Q3	$552K	Sell	3,915 -51	-1%	-$7.01K	0.18%	158
2025 Q2	$529K	Buy	+3,966	New	+$502K	0.21%	148

Other funds holding VYM

MWA

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

AOI

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

HWA

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

IWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Essential Partners's VYM Position: Q3 2026 in Review

Essential Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.22% in Q3 2026, buying an estimated $1.3K and bringing the position to 3,567 shares worth $554K. The position accounts for 0.25% of the portfolio, ranked #63.

Essential Partners first reported a position in VYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $562K in Q2 2026. 337 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Essential Partners held 3,567 shares of Vanguard High Dividend Yield ETF worth $554K as of Q3 2026.
Essential Partners bought 8 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $1.3K.
Vanguard High Dividend Yield ETF made up 0.25% of Essential Partners's portfolio in Q3 2026, its #63 holding.
Essential Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Vanguard High Dividend Yield ETF position peaked at $562K in Q2 2026.
337 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.