Forza Wealth Management
VYM icon

Forza Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Forza Wealth 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 		$4.35M Sell
28,032
-715
-2% -$116K 1.26% 23
2026
Q2 		$4.54M Buy
28,747
+67
+0.2% +$10.5K 1.39% 20
2026
Q1 		$4.25M Sell
28,680
-801
-3% -$120K 1.48% 18
2025
Q4 		$4.23M Sell
29,481
-100
-0.3% -$14.2K 1.53% 19
2025
Q3 		$4.17M Sell
29,581
-90
-0.3% -$12.4K 1.6% 17
2025
Q2 		$3.96M Buy
29,671
+6,373
+27% +$807K 1.62% 16
2025
Q1 		$3M Sell
23,298
-268
-1% -$35.1K 1.35% 22
2024
Q4 		$3.01M Sell
23,566
-72
-0.3% -$9.39K 1.37% 20
2024
Q3 		$3.03M Buy
23,638
+301
+1% +$37.2K 1.39% 20
2024
Q2 		$2.77M Sell
23,337
-1,063
-4% -$126K 1.43% 19
2024
Q1 		$2.95M Sell
24,400
-980
-4% -$112K 1.54% 16
2023
Q4 		$2.83M Buy
25,380
+3,640
+17% +$382K 1.56% 15
2023
Q3 		$2.25M Hold
21,740
– – 1.16% 22
2023
Q2 		$2.31M Sell
21,740
-1,200
-5% -$126K 1.16% 21
2023
Q1 		$2.42M Buy
22,940
+8
+0% +$860 1.25% 20
2022
Q4 		$2.48M Buy
+22,932
New +$2.44M 1.65% 16

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Forza Wealth Management's VYM Position: Q3 2026 in Review

Forza Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q3 2026, selling an estimated $116K and leaving 28,032 shares worth $4.35M. The position accounts for 1.26% of the portfolio, ranked #23.

Forza Wealth Management first reported a position in VYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.54M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Forza Wealth Management held 28,032 shares of Vanguard High Dividend Yield ETF worth $4.35M as of Q3 2026.
  • Forza Wealth Management sold 715 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $116K.
  • Vanguard High Dividend Yield ETF made up 1.26% of Forza Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Forza Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Vanguard High Dividend Yield ETF position peaked at $4.54M in Q2 2026.
  • 1,422 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.