HWA
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Heartwood Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heartwood Wealth 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 		$43.1M Sell
277,424
-357
-0.1% -$57.9K 3.4% 8
2026
Q2 		$43.9M Buy
277,781
+8,859
+3% +$1.38M 3.41% 8
2026
Q1 		$39.8M Buy
268,922
+1,118
+0.4% +$168K 3.47% 8
2025
Q4 		$38.4M Buy
267,804
+3,186
+1% +$453K 3.54% 8
2025
Q3 		$37.3M Buy
264,618
+3,221
+1% +$443K 3.48% 9
2025
Q2 		$34.8M Buy
261,397
+6,034
+2% +$764K 3.64% 8
2025
Q1 		$32.9M Sell
255,363
-10,374
-4% -$1.36M 3.76% 9
2024
Q4 		$33.9M Buy
265,737
+2,131
+0.8% +$278K 3.82% 8
2024
Q3 		$33.8M Buy
263,606
+2,785
+1% +$344K 3.74% 8
2024
Q2 		$30.9M Buy
260,821
+2,161
+0.8% +$256K 3.7% 8
2024
Q1 		$31.3M Buy
258,660
+10,140
+4% +$1.16M 3.85% 7
2023
Q4 		$27.7M Sell
248,520
-380
-0.2% -$39.9K 3.69% 7
2023
Q3 		$25.7M Buy
248,900
+2,333
+0.9% +$250K 3.79% 6
2023
Q2 		$26.2M Buy
246,567
+5,870
+2% +$616K 3.71% 6
2023
Q1 		$25.4M Buy
240,697
+25,701
+12% +$2.76M 3.78% 6
2022
Q4 		$23.3M Sell
214,996
-12,600
-6% -$1.34M 3.64% 7
2022
Q3 		$21.6M Buy
227,596
+6,359
+3% +$661K 3.74% 7
2022
Q2 		$22.5M Sell
221,237
-1,596
-0.7% -$173K 3.7% 7
2022
Q1 		$25M Sell
222,833
-17,683
-7% -$1.97M 3.72% 7
2021
Q4 		$27M Buy
240,516
+393
+0.2% +$42.8K 4.05% 7
2021
Q3 		$24.8M Buy
240,123
+1,639
+0.7% +$173K 3.86% 7
2021
Q2 		$25M Sell
238,484
-2,892
-1% -$304K 3.84% 7
2021
Q1 		$24.4M Sell
241,376
-817
-0.3% -$78.8K 3.92% 8
2020
Q4 		$22.2M Buy
242,193
+6,131
+3% +$533K 3.58% 8
2020
Q3 		$19.1M Sell
236,062
-79,164
-25% -$6.48M 3.65% 8
2020
Q2 		$18.8M Buy
315,226
+120,742
+62% +$9.39M 3.72% 9
2020
Q1 		$13.8M Buy
194,484
+171,303
+739% +$14.7M 3.3% 11
2019
Q4 		$2.17M Buy
+23,181
New +$2.1M 0.42% 35

Other funds holding VYM

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 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
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

Heartwood Wealth Advisors's VYM Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.13% in Q3 2026, selling an estimated $57.9K and leaving 277,424 shares worth $43.1M. The position accounts for 3.4% of the portfolio, ranked #8.

Heartwood Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $43.9M in Q2 2026. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Heartwood Wealth Advisors held 277,424 shares of Vanguard High Dividend Yield ETF worth $43.1M as of Q3 2026.
  • Heartwood Wealth Advisors sold 357 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $57.9K.
  • Vanguard High Dividend Yield ETF made up 3.4% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 28 quarters since.
  • Heartwood Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $43.9M in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.