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Legacy Financial Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Legacy Financial Strategies’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 		$579K Hold
3,730
– – 0.09% 79
2026
Q2 		$589K Buy
3,730
+2,300
+161% +$359K 0.09% 80
2026
Q1 		$212K Hold
1,430
– – 0.04% 132
2025
Q4 		$205K Hold
1,430
– – 0.04% 132
2025
Q3 		$202K Buy
+1,430
New +$197K 0.04% 131

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Legacy Financial Strategies's VYM Position: Q3 2026 in Review

Legacy Financial Strategies held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 3,730 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #79.

Legacy Financial Strategies first reported a position in VYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $589K in Q2 2026. 349 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Legacy Financial Strategies held 3,730 shares of Vanguard High Dividend Yield ETF worth $579K as of Q3 2026.
  • Legacy Financial Strategies left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.09% of Legacy Financial Strategies's portfolio in Q3 2026, its #79 holding.
  • Legacy Financial Strategies first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • Legacy Financial Strategies's Vanguard High Dividend Yield ETF position peaked at $589K in Q2 2026.
  • 349 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.