Howard Wealth Management
VYM icon

Howard Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Howard Wealth Management’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 		$18.6M Sell
119,754
-109
-0.1% -$17.7K 6.71% 2
2026
Q2 		$18.9M Buy
119,863
+7,203
+6% +$1.13M 7% 1
2026
Q1 		$16.7M Buy
112,660
+785
+0.7% +$118K 7.02% 1
2025
Q4 		$16.1M Buy
111,875
+3,190
+3% +$454K 7.01% 2
2025
Q3 		$15.3M Buy
108,685
+2,896
+3% +$398K 7.04% 2
2025
Q2 		$14.1M Buy
105,789
+1,384
+1% +$175K 7.13% 2
2025
Q1 		$13.5M Sell
104,405
-2,236
-2% -$293K 7.5% 2
2024
Q4 		$13.6M Buy
106,641
+4,227
+4% +$551K 7.36% 2
2024
Q3 		$13.1M Buy
102,414
+1,209
+1% +$149K 7.64% 2
2024
Q2 		$12M Buy
101,205
+2,478
+3% +$294K 9.47% 2
2024
Q1 		$11.9M Sell
98,727
-169
-0.2% -$19.4K 9.71% 2
2023
Q4 		$11M Buy
98,896
+820
+0.8% +$86.2K 9.23% 2
2023
Q3 		$10.1M Buy
98,076
+1,388
+1% +$149K 9.34% 1
2023
Q2 		$10.3M Sell
96,688
-1,798
-2% -$189K 8.89% 1
2023
Q1 		$10.4M Sell
98,486
-168
-0.2% -$18.1K 8.66% 1
2022
Q4 		$10.7M Buy
98,654
+2,655
+3% +$283K 8.76% 1
2022
Q3 		$9.11M Buy
95,999
+16,225
+20% +$1.69M 6.45% 2
2022
Q2 		$8.11M Sell
79,774
-15,657
-16% -$1.7M 8.59% 2
2022
Q1 		$10.7M Buy
95,431
+3,742
+4% +$417K 5.83% 2
2021
Q4 		$10.3M Buy
91,689
+3,989
+5% +$434K 5.42% 3
2021
Q3 		$9.06M Sell
87,700
-805
-0.9% -$85.1K 5.07% 3
2021
Q2 		$9.27M Buy
88,505
+904
+1% +$94.9K 5.1% 3
2021
Q1 		$8.86M Buy
87,601
+404
+0.5% +$39K 5.18% 2
2020
Q4 		$7.98M Buy
87,197
+1,008
+1% +$87.6K 4.97% 2
2020
Q3 		$6.98M Sell
86,189
-5,007
-5% -$410K 4.97% 3
2020
Q2 		$7.18M Buy
91,196
+3,922
+4% +$305K 5.87% 1
2020
Q1 		$6.17M Buy
87,274
+1,196
+1% +$103K 6.49% 1
2019
Q4 		$8.07M Buy
+86,078
New +$7.81M 6.73% 1

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

Howard Wealth Management's VYM Position: Q3 2026 in Review

Howard Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.09% in Q3 2026, selling an estimated $17.7K and leaving 119,754 shares worth $18.6M. The position accounts for 6.71% of the portfolio, ranked #2.

Howard Wealth Management first reported a position in VYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $18.9M in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Howard Wealth Management held 119,754 shares of Vanguard High Dividend Yield ETF worth $18.6M as of Q3 2026.
  • Howard Wealth Management sold 109 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $17.7K.
  • Vanguard High Dividend Yield ETF made up 6.71% of Howard Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Howard Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's Vanguard High Dividend Yield ETF position peaked at $18.9M in Q2 2026.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.