Formidable Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Formidable Asset Management’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	$2.04M	Sell	12,916 -469	-4%	-$76K	0.3%	69
2026 Q2	$1.98M	Buy	13,385 +170	+1%	+$26.6K	0.32%	63
2026 Q1	$1.9M	Sell	13,215 -607	-4%	-$91.3K	0.29%	66
2025 Q4	$1.95M	Sell	13,822 -658	-5%	-$93.6K	0.28%	65
2025 Q3	$1.93M	Buy	14,480 +103	+0.7%	+$14.2K	0.3%	64
2025 Q2	$1.85M	Hold	14,377	–	–	0.31%	65
2025 Q1	$1.85M	Sell	14,377 -310	-2%	-$40.6K	0.31%	65
2024 Q4	$1.87M	Sell	14,687 -2,331	-14%	-$304K	0.31%	66
2024 Q3	$2.18M	Sell	17,018 -4,545	-21%	-$561K	0.35%	56
2024 Q2	$2.56M	Buy	21,563 +4,475	+26%	+$531K	0.41%	40
2024 Q1	$2.07M	Sell	17,088 -6,977	-29%	-$799K	0.34%	59
2023 Q4	$2.69M	Sell	24,065 -6,307	-21%	-$663K	0.56%	26
2023 Q3	$3.14M	Sell	30,372 -2,804	-8%	-$301K	0.7%	23
2023 Q2	$3.52M	Buy	33,176 +260	+0.8%	+$27.3K	0.77%	19
2023 Q1	$3.49M	Sell	32,916 -35,127	-52%	-$3.78M	0.74%	21
2022 Q4	$7.36M	Buy	68,043 +131	+0.2%	+$13.9K	1.66%	10
2022 Q3	$7.07M	Sell	67,912 -54	-0.1%	-$5.62K	1.64%	12
2022 Q2	$6.99M	Buy	67,966 +14,277	+27%	+$1.55M	1.57%	11
2022 Q1	$6.03M	Buy	53,689 +708	+1%	+$79K	1.16%	16
2021 Q4	$5.97M	Buy	52,981 +1,088	+2%	+$118K	1.15%	14
2021 Q3	$5.36M	Sell	51,893 -22,583	-30%	-$2.39M	1.01%	16
2021 Q2	$7.79M	Buy	74,476 +1,244	+2%	+$131K	1.67%	12
2021 Q1	$7.43M	Buy	73,232 +855	+1%	+$82.5K	1.62%	9
2020 Q4	$6.61M	Buy	72,377 +2,590	+4%	+$225K	1.53%	9
2020 Q3	$5.65M	Buy	69,787 +62,127	+811%	+$5.09M	1.65%	8
2020 Q2	$621K	Buy	+7,660	New	+$596K	0.18%	109
2020 Q1	–	Sell	-4,050	Closed	-$382K	–	280
2019 Q4	$382K	Hold	4,050	–	–	0.12%	145
2019 Q3	$357K	Hold	4,050	–	–	0.33%	56
2019 Q2	$356K	Buy	+4,050	New	+$350K	0.12%	147
2017 Q4	–	Sell	-4,058	Closed	-$329K	–	211
2017 Q3	$329K	Hold	4,058	–	–	0.14%	142
2017 Q2	$317K	Hold	4,058	–	–	0.16%	113
2017 Q1	$315K	Buy	+4,058	New	+$313K	0.14%	139

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

Formidable Asset Management's VYM Position: Q3 2026 in Review

Formidable Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q3 2026, selling an estimated $76K and leaving 12,916 shares worth $2.04M. The position accounts for 0.3% of the portfolio, ranked #69.

Formidable Asset Management first reported a position in VYM in Q1 2017 and has held it in 32 quarters since. The position peaked at $7.79M in Q2 2021. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Formidable Asset Management held 12,916 shares of Vanguard High Dividend Yield ETF worth $2.04M as of Q3 2026.
Formidable Asset Management sold 469 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $76K.
Vanguard High Dividend Yield ETF made up 0.3% of Formidable Asset Management's portfolio in Q3 2026, its #69 holding.
Formidable Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 32 quarters since.
Formidable Asset Management's Vanguard High Dividend Yield ETF position peaked at $7.79M in Q2 2021.
1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.