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

Integris 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	$584K	Hold	3,763	–	–	0.11%	62
2026 Q2	$595K	Hold	3,763	–	–	0.12%	62
2026 Q1	$557K	Hold	3,763	–	–	0.13%	55
2025 Q4	$540K	Hold	3,763	–	–	0.12%	62
2025 Q3	$530K	Hold	3,763	–	–	0.13%	64
2025 Q2	$502K	Hold	3,763	–	–	0.13%	61
2025 Q1	$485K	Hold	3,763	–	–	0.14%	51
2024 Q4	$480K	Hold	3,763	–	–	0.14%	55
2024 Q3	$482K	Hold	3,763	–	–	0.13%	52
2024 Q2	$446K	Hold	3,763	–	–	0.13%	53
2024 Q1	$455K	Hold	3,763	–	–	0.13%	56
2023 Q4	$420K	Hold	3,763	–	–	0.12%	60
2023 Q3	$389K	Hold	3,763	–	–	0.13%	55
2023 Q2	$399K	Hold	3,763	–	–	0.14%	53
2023 Q1	$397K	Hold	3,763	–	–	0.15%	52
2022 Q4	$407K	Buy	+3,763	New	+$400K	0.16%	49

Other funds holding VYM

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

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

Integris Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 3,763 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #62.

Integris Wealth Management first reported a position in VYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $595K in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Integris Wealth Management held 3,763 shares of Vanguard High Dividend Yield ETF worth $584K as of Q3 2026.
Integris Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.11% of Integris Wealth Management's portfolio in Q3 2026, its #62 holding.
Integris Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's Vanguard High Dividend Yield ETF position peaked at $595K in Q2 2026.
737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.