LongView Wealth Management
VYM icon

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

LongView 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 		$1.89M Buy
12,205
+907
+8% +$147K 0.46% 53
2026
Q2 		$1.79M Buy
11,298
+116
+1% +$18.1K 0.46% 52
2026
Q1 		$1.71M Buy
11,182
+234
+2% +$35.2K 0.43% 55
2025
Q4 		$1.62M Buy
10,948
+2,333
+27% +$332K 0.39% 61
2025
Q3 		$1.21M Buy
8,615
+1,400
+19% +$192K 0.33% 68
2025
Q2 		$962K Buy
7,215
+699
+11% +$88.6K 0.29% 74
2025
Q1 		$840K Buy
6,516
+397
+6% +$52K 0.25% 81
2024
Q4 		$781K Buy
6,119
+431
+8% +$56.2K 0.24% 85
2024
Q3 		$729K Buy
5,688
+663
+13% +$81.8K 0.23% 83
2024
Q2 		$596K Buy
5,025
+480
+11% +$56.9K 0.22% 86
2024
Q1 		$550K Buy
4,545
+205
+5% +$23.5K 0.22% 89
2023
Q4 		$485K Buy
+4,340
New +$456K 0.22% 94

Other funds holding VYM

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

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

LongView Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8% in Q3 2026, buying an estimated $147K and bringing the position to 12,205 shares worth $1.89M. The position accounts for 0.46% of the portfolio, ranked #53.

LongView Wealth Management first reported a position in VYM in Q4 2023 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • LongView Wealth Management held 12,205 shares of Vanguard High Dividend Yield ETF worth $1.89M as of Q3 2026.
  • LongView Wealth Management bought 907 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $147K.
  • Vanguard High Dividend Yield ETF made up 0.46% of LongView Wealth Management's portfolio in Q3 2026, its #53 holding.
  • LongView Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.