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

GK 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 		$180K Sell
1,162
-122
-10% -$19.8K 0.1% 181
2026
Q2 		$203K Buy
+1,284
New +$201K 0.11% 218
2026
Q1 		– Sell
-1,439
Closed -$207K – 215
2025
Q4 		$207K Sell
1,439
-102
-7% -$14.5K 0.14% 177
2025
Q3 		$217K Sell
1,541
-131
-8% -$18K 0.16% 160
2025
Q2 		$223K Buy
1,672
+3
+0.2% +$380 0.2% 133
2025
Q1 		$215K Buy
+1,669
New +$218K 0.25% 123

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

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

GK Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.5% in Q3 2026, selling an estimated $19.8K and leaving 1,162 shares worth $180K. The position accounts for 0.1% of the portfolio, ranked #181.

GK Wealth Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $223K in Q2 2025. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • GK Wealth Management held 1,162 shares of Vanguard High Dividend Yield ETF worth $180K as of Q3 2026.
  • GK Wealth Management sold 122 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $19.8K.
  • Vanguard High Dividend Yield ETF made up 0.1% of GK Wealth Management's portfolio in Q3 2026, its #181 holding.
  • GK Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • GK Wealth Management's Vanguard High Dividend Yield ETF position peaked at $223K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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