GWN Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GWN Securities’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	$1.04M	Buy	6,728 +166	+3%	+$26.9K	0.16%	156
2026 Q2	$1.04M	Buy	6,562 +4	+0.1%	+$625	0.17%	149
2026 Q1	$971K	Buy	6,558 +91	+1%	+$13.7K	0.19%	133
2025 Q4	$928K	Buy	6,467 +339	+6%	+$48.2K	0.19%	131
2025 Q3	$870K	Sell	6,128 -5,192	-46%	-$713K	0.2%	121
2025 Q2	$1.52M	Buy	11,320 +3,544	+46%	+$449K	0.28%	80
2025 Q1	$1M	Buy	7,776 +1,816	+30%	+$238K	0.06%	305
2024 Q4	$778K	Buy	+5,960	New	+$777K	0.21%	112

Other funds holding VYM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GWN Securities's VYM Position: Q3 2026 in Review

GWN Securities increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q3 2026, buying an estimated $26.9K and bringing the position to 6,728 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #156.

GWN Securities first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

GWN Securities held 6,728 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q3 2026.
GWN Securities bought 166 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $26.9K.
Vanguard High Dividend Yield ETF made up 0.16% of GWN Securities's portfolio in Q3 2026, its #156 holding.
GWN Securities first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
GWN Securities's Vanguard High Dividend Yield ETF position peaked at $1.52M in Q2 2025.
1,641 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on GWN Securities's 13F filing for Q3 2026, filed 12 Nov 2026.