Etesian Wealth Advisors
VYM icon

Etesian Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Etesian Wealth Advisors’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 		$5.01M Sell
32,262
-61
-0.2% -$9.9K 1.46% 22
2026
Q2 		$5.11M Buy
32,323
+7,733
+31% +$1.21M 1.51% 20
2026
Q1 		$3.64M Buy
24,590
+6,273
+34% +$943K 1.16% 24
2025
Q4 		$2.63M Buy
18,317
+6,092
+50% +$866K 0.82% 31
2025
Q3 		$1.72M Buy
12,225
+6,225
+104% +$855K 0.57% 46
2025
Q2 		$800K Buy
6,000
+306
+5% +$38.8K 0.3% 72
2025
Q1 		$734K Buy
5,694
+384
+7% +$50.3K 0.32% 76
2024
Q4 		$678K Buy
+5,310
New +$692K 0.3% 78

Other funds holding VYM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Etesian Wealth Advisors's VYM Position: Q3 2026 in Review

Etesian Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.19% in Q3 2026, selling an estimated $9.9K and leaving 32,262 shares worth $5.01M. The position accounts for 1.46% of the portfolio, ranked #22.

Etesian Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.11M in Q2 2026. 1,018 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Etesian Wealth Advisors held 32,262 shares of Vanguard High Dividend Yield ETF worth $5.01M as of Q3 2026.
  • Etesian Wealth Advisors sold 61 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $9.9K.
  • Vanguard High Dividend Yield ETF made up 1.46% of Etesian Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Etesian Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
  • Etesian Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $5.11M in Q2 2026.
  • 1,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Etesian Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.