McAdam LLC
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McAdam LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McAdam LLC’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 		$387K Sell
2,494
-22
-0.9% -$3.57K 0.01% 332
2026
Q2 		$398K Sell
2,516
-1,119
-31% -$175K 0.02% 320
2026
Q1 		$538K Sell
3,635
-58
-2% -$8.72K 0.02% 234
2025
Q4 		$530K Buy
3,693
+1
+0% +$142 0.02% 225
2025
Q3 		$520K Buy
3,692
+71
+2% +$9.8K 0.03% 210
2025
Q2 		$483K Sell
3,621
-302
-8% -$38.3K 0.03% 214
2025
Q1 		$506K Sell
3,923
-436
-10% -$57.1K 0.03% 190
2024
Q4 		$556K Buy
4,359
+49
+1% +$6.39K 0.03% 187
2024
Q3 		$553K Sell
4,310
-264
-6% -$32.6K 0.03% 186
2024
Q2 		$543K Sell
4,574
-12
-0.3% -$1.42K 0.03% 171
2024
Q1 		$555K Buy
4,586
+182
+4% +$20.9K 0.04% 162
2023
Q4 		$492K Buy
4,404
+1,028
+30% +$108K 0.04% 166
2023
Q3 		$349K Hold
3,376
– – 0.03% 182
2023
Q2 		$358K Buy
3,376
+12
+0.4% +$1.26K 0.03% 183
2023
Q1 		$355K Buy
+3,364
New +$362K 0.03% 180
2018
Q4 		– Sell
-43
Closed -$4K – 614
2018
Q3 		$4K Sell
43
-81
-65% -$7.01K ﹤0.01% 451
2018
Q2 		$10K Buy
124
+86
+226% +$7.2K ﹤0.01% 331
2018
Q1 		$3K Buy
+38
New +$3.27K ﹤0.01% 495

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

McAdam LLC's VYM Position: Q3 2026 in Review

McAdam LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.87% in Q3 2026, selling an estimated $3.57K and leaving 2,494 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #332.

McAdam LLC first reported a position in VYM in Q1 2018 and has held it in 18 quarters since. The position peaked at $556K in Q4 2024. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • McAdam LLC held 2,494 shares of Vanguard High Dividend Yield ETF worth $387K as of Q3 2026.
  • McAdam LLC sold 22 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $3.57K.
  • Vanguard High Dividend Yield ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #332 holding.
  • McAdam LLC first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 18 quarters since.
  • McAdam LLC's Vanguard High Dividend Yield ETF position peaked at $556K in Q4 2024.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.