Hofer & Associates
VYM icon

Hofer & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hofer & Associates’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 		$280K Sell
1,805
-39,929
-96% -$6.47M 0.2% 72
2026
Q2 		$6.6M Buy
41,734
+231
+0.6% +$36.1K 3.19% 10
2026
Q1 		$6.15M Buy
41,503
+401
+1% +$60.3K 3.3% 9
2025
Q4 		$5.9M Buy
41,102
+1,089
+3% +$155K 3.13% 10
2025
Q3 		$5.64M Sell
40,013
-1,612
-4% -$222K 3.23% 9
2025
Q2 		$5.55M Buy
41,625
+940
+2% +$119K 3.46% 8
2025
Q1 		$5.25M Buy
40,685
+568
+1% +$74.4K 3.56% 10
2024
Q4 		$5.12M Sell
40,117
-91
-0.2% -$11.9K 3.44% 10
2024
Q3 		$5.15M Buy
40,208
+197
+0.5% +$24.3K 3.56% 10
2024
Q2 		$4.75M Buy
40,011
+360
+0.9% +$42.7K 3.68% 10
2024
Q1 		$4.8M Buy
39,651
+872
+2% +$100K 4.04% 8
2023
Q4 		$4.33M Buy
38,779
+1,323
+4% +$139K 4.02% 10
2023
Q3 		$3.87M Buy
37,456
+1,043
+3% +$112K 3.97% 10
2023
Q2 		$3.86M Sell
36,413
-1,072
-3% -$112K 3.71% 10
2023
Q1 		$4.06M Sell
37,485
-120
-0.3% -$12.9K 4.06% 10
2022
Q4 		$4.07M Buy
37,605
+285
+0.8% +$30.3K 4.06% 10
2022
Q3 		$3.54M Buy
37,320
+1,102
+3% +$115K 3.81% 10
2022
Q2 		$3.68M Sell
36,218
-203
-0.6% -$22K 3.83% 10
2022
Q1 		$4.09M Sell
36,421
-6,580
-15% -$734K 3.6% 10
2021
Q4 		$4.82M Buy
+43,001
New +$4.68M 4.37% 8

Other funds holding VYM

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

Hofer & Associates's VYM Position: Q3 2026 in Review

Hofer & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 96% in Q3 2026, selling an estimated $6.47M and leaving 1,805 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #72.

Hofer & Associates first reported a position in VYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.6M in Q2 2026. 861 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Hofer & Associates held 1,805 shares of Vanguard High Dividend Yield ETF worth $280K as of Q3 2026.
  • Hofer & Associates sold 39,929 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $6.47M.
  • Vanguard High Dividend Yield ETF made up 0.2% of Hofer & Associates's portfolio in Q3 2026, its #72 holding.
  • Hofer & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 20 quarters since.
  • Hofer & Associates's Vanguard High Dividend Yield ETF position peaked at $6.6M in Q2 2026.
  • 861 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.