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Green Ridge Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Green Ridge Wealth Planning’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 		$704K Hold
4,535
– – 0.28% 40
2026
Q2 		$717K Hold
4,535
– – 0.3% 39
2026
Q1 		$672K Hold
4,535
– – 0.35% 37
2025
Q4 		$651K Buy
+4,535
New +$645K 0.33% 39

Other funds holding VYM

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Green Ridge Wealth Planning's VYM Position: Q3 2026 in Review

Green Ridge Wealth Planning held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 4,535 shares worth $704K. The position accounts for 0.28% of the portfolio, ranked #40.

Green Ridge Wealth Planning first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $717K in Q2 2026. 75 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Green Ridge Wealth Planning held 4,535 shares of Vanguard High Dividend Yield ETF worth $704K as of Q3 2026.
  • Green Ridge Wealth Planning left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.28% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #40 holding.
  • Green Ridge Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Vanguard High Dividend Yield ETF position peaked at $717K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.