Helen Stephens Group
VYM icon

Helen Stephens Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Helen Stephens Group’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 		$588K Buy
3,789
+4
+0.1% +$649 0.09% 82
2026
Q2 		$598K Buy
3,785
+3
+0.1% +$469 0.1% 84
2026
Q1 		$560K Buy
3,782
+5
+0.1% +$752 0.11% 76
2025
Q4 		$542K Buy
3,777
+11
+0.3% +$1.56K 0.11% 66
2025
Q3 		$531K Sell
3,766
-171
-4% -$23.5K 0.12% 62
2025
Q2 		$525K Buy
3,937
+7
+0.2% +$887 0.13% 51
2025
Q1 		$507K Buy
3,930
+180
+5% +$23.6K 0.14% 54
2024
Q4 		$478K Buy
3,750
+4
+0.1% +$522 0.14% 55
2024
Q3 		$480K Buy
3,746
+320
+9% +$39.5K 0.15% 58
2024
Q2 		$406K Sell
3,426
-11
-0.3% -$1.3K 0.14% 60
2024
Q1 		$416K Buy
3,437
+172
+5% +$19.7K 0.16% 49
2023
Q4 		$364K Buy
3,265
+349
+12% +$36.7K 0.16% 53
2023
Q3 		$301K Hold
2,916
– – 0.16% 53
2023
Q2 		$309K Hold
2,916
– – 0.16% 53
2023
Q1 		$308K Hold
2,916
– – 0.16% 58
2022
Q4 		$315K Hold
2,916
– – 0.19% 59
2022
Q3 		$277K Buy
2,916
+23
+0.8% +$2.39K 0.19% 54
2022
Q2 		$294K Buy
2,893
+23
+0.8% +$2.49K 0.21% 47
2022
Q1 		$322K Sell
2,870
-65
-2% -$7.25K 0.22% 46
2021
Q4 		$329K Buy
+2,935
New +$319K 0.26% 38

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Helen Stephens Group's VYM Position: Q3 2026 in Review

Helen Stephens Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.11% in Q3 2026, buying an estimated $649 and bringing the position to 3,789 shares worth $588K. The position accounts for 0.09% of the portfolio, ranked #82.

Helen Stephens Group first reported a position in VYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $598K in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Helen Stephens Group held 3,789 shares of Vanguard High Dividend Yield ETF worth $588K as of Q3 2026.
  • Helen Stephens Group bought 4 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $649.
  • Vanguard High Dividend Yield ETF made up 0.09% of Helen Stephens Group's portfolio in Q3 2026, its #82 holding.
  • Helen Stephens Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Vanguard High Dividend Yield ETF position peaked at $598K in Q2 2026.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.