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

Financial 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
2025
Q3 		$206K Buy
+1,465
New +$201K 0.04% 79
2025
Q2 		– Sell
-1,830
Closed -$236K – 83
2025
Q1 		$236K Hold
1,830
– – 0.05% 75
2024
Q4 		$233K Buy
+1,830
New +$239K 0.04% 75

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advisors's VYM Position: Q3 2025 in Review

Financial Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2025: 1,465 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #79 among its holdings. This is a return to the name: Financial Advisors previously reported a position in VYM as recently as Q1 2025.

Financial Advisors first reported a position in VYM in Q4 2024 and has held it in 3 quarters since. The position peaked at $236K in Q1 2025. 1,834 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Financial Advisors held 1,465 shares of Vanguard High Dividend Yield ETF worth $206K as of Q3 2025.
  • Vanguard High Dividend Yield ETF was a new Financial Advisors position in Q3 2025.
  • Vanguard High Dividend Yield ETF made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #79 holding.
  • Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 3 quarters since.
  • Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $236K in Q1 2025.
  • 1,834 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.