Galvin Gaustad & Stein’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Galvin Gaustad & Stein’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	$336K	Hold	2,164	–	–	0.03%	208
2026 Q2	$342K	Buy	2,164 +273	+14%	+$42.7K	0.03%	217
2026 Q1	$280K	Buy	1,891 +141	+8%	+$21.2K	0.02%	221
2025 Q4	$251K	Hold	1,750	–	–	0.02%	227
2025 Q3	$247K	Hold	1,750	–	–	0.02%	190
2025 Q2	$233K	Hold	1,750	–	–	0.02%	179
2025 Q1	$226K	Sell	1,750 -250	-13%	-$32.7K	0.02%	170
2024 Q4	$255K	Hold	2,000	–	–	0.02%	169
2024 Q3	$256K	Hold	2,000	–	–	0.02%	160
2024 Q2	$237K	Hold	2,000	–	–	0.02%	161
2024 Q1	$242K	Sell	2,000 -2	-0.1%	-$229	0.02%	164
2023 Q4	$223K	Buy	+2,002	New	+$210K	0.02%	174
2021 Q3	–	Sell	-2,100	Closed	-$220K	–	192
2021 Q2	$220K	Buy	2,100 +50	+2%	+$5.25K	0.02%	183
2021 Q1	$207K	Buy	+2,050	New	+$198K	0.02%	183

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

Galvin Gaustad & Stein's VYM Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 2,164 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #208.

Galvin Gaustad & Stein first reported a position in VYM in Q1 2021 and has held it in 14 quarters since. The position peaked at $342K in Q2 2026. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Galvin Gaustad & Stein held 2,164 shares of Vanguard High Dividend Yield ETF worth $336K as of Q3 2026.
Galvin Gaustad & Stein left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #208 holding.
Galvin Gaustad & Stein first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 14 quarters since.
Galvin Gaustad & Stein's Vanguard High Dividend Yield ETF position peaked at $342K in Q2 2026.
121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.