Gradient Capital Advisors
VYM icon

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

Gradient 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 		$825K Buy
5,313
+4
+0.1% +$649 0.19% 86
2026
Q2 		$839K Buy
5,309
+2
+0% +$313 0.19% 87
2026
Q1 		$786K Sell
5,307
-70
-1% -$10.5K 0.2% 83
2025
Q4 		$772K Buy
5,377
+5
+0.1% +$711 0.2% 85
2025
Q3 		$757K Sell
5,372
-280
-5% -$38.5K 0.2% 80
2025
Q2 		$753K Sell
5,652
-223
-4% -$28.3K 0.22% 79
2025
Q1 		$758K Buy
5,875
+365
+7% +$47.8K 0.25% 77
2024
Q4 		$703K Buy
5,510
+28
+0.5% +$3.65K 0.23% 78
2024
Q3 		$703K Sell
5,482
-116
-2% -$14.3K 0.23% 75
2024
Q2 		$664K Sell
5,598
-4
-0.1% -$474 0.24% 75
2024
Q1 		$678K Buy
5,602
+52
+0.9% +$5.96K 0.25% 73
2023
Q4 		$620K Sell
5,550
-75
-1% -$7.88K 0.24% 76
2023
Q3 		$581K Sell
5,625
-176
-3% -$18.9K 0.24% 76
2023
Q2 		$615K Buy
5,801
+8
+0.1% +$839 0.25% 74
2023
Q1 		$611K Buy
5,793
+42
+0.7% +$4.52K 0.26% 75
2022
Q4 		$622K Sell
5,751
-326
-5% -$34.7K 0.28% 72
2022
Q3 		$577K Buy
6,077
+1,433
+31% +$149K 0.28% 75
2022
Q2 		$472K Buy
4,644
+1,410
+44% +$153K 0.23% 80
2022
Q1 		$363K Buy
3,234
+859
+36% +$95.8K 0.15% 92
2021
Q4 		$266K Sell
2,375
-56
-2% -$6.09K 0.11% 107
2021
Q3 		$251K Buy
+2,431
New +$257K 0.12% 104

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

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

Gradient Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.08% in Q3 2026, buying an estimated $649 and bringing the position to 5,313 shares worth $825K. The position accounts for 0.19% of the portfolio, ranked #86.

Gradient Capital Advisors first reported a position in VYM in Q3 2021 and has held it in 21 quarters since. The position peaked at $839K in Q2 2026. 742 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Gradient Capital Advisors held 5,313 shares of Vanguard High Dividend Yield ETF worth $825K as of Q3 2026.
  • Gradient Capital Advisors bought 4 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $649.
  • Vanguard High Dividend Yield ETF made up 0.19% of Gradient Capital Advisors's portfolio in Q3 2026, its #86 holding.
  • Gradient Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 21 quarters since.
  • Gradient Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $839K in Q2 2026.
  • 742 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.