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

Gilpin 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 		$21.7K Hold
140
– – 0.01% 275
2026
Q2 		$22.1K Hold
140
– – 0.02% 263
2026
Q1 		$20.7K Hold
140
– – 0.02% 244
2025
Q4 		$20.1K Buy
+140
New +$19.9K 0.02% 241

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
AC
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

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

Gilpin Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 140 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #275.

Gilpin Wealth Management first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q2 2026. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Gilpin Wealth Management held 140 shares of Vanguard High Dividend Yield ETF worth $21.7K as of Q3 2026.
  • Gilpin Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #275 holding.
  • Gilpin Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard High Dividend Yield ETF position peaked at $22.1K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.