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

Gallagher Capital 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	$6.26M	Sell	40,358 -120	-0.3%	-$19.5K	3.36%	7
2026 Q2	$6.4M	Sell	40,478 -246	-0.6%	-$38.4K	3.66%	7
2026 Q1	$6.03M	Buy	40,724 +717	+2%	+$108K	4.06%	6
2025 Q4	$5.77M	Sell	40,007 -1,924	-5%	-$274K	3.73%	7
2025 Q3	$5.98M	Buy	41,931 +1,720	+4%	+$236K	3.44%	7
2025 Q2	$5.48M	Sell	40,211 -224	-0.6%	-$28.4K	4.43%	6
2025 Q1	$5.21M	Sell	40,435 -411	-1%	-$53.8K	3.97%	5
2024 Q4	$5.21M	Buy	+40,846	New	+$5.33M	3.8%	6

Other funds holding VYM

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 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

VVP

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Gallagher Capital Advisors's VYM Position: Q3 2026 in Review

Gallagher Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.3% in Q3 2026, selling an estimated $19.5K and leaving 40,358 shares worth $6.26M. The position accounts for 3.36% of the portfolio, ranked #7.

Gallagher Capital Advisors first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.4M in Q2 2026. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Gallagher Capital Advisors held 40,358 shares of Vanguard High Dividend Yield ETF worth $6.26M as of Q3 2026.
Gallagher Capital Advisors sold 120 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $19.5K.
Vanguard High Dividend Yield ETF made up 3.36% of Gallagher Capital Advisors's portfolio in Q3 2026, its #7 holding.
Gallagher Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Gallagher Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $6.4M in Q2 2026.
121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.