Meriwether Wealth & Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meriwether Wealth & Planning’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	$77.8K	Buy	+501	New	+$81.2K	0.04%	208
2026 Q2	–	Sell	-1,766	Closed	-$262K	–	133
2026 Q1	$262K	Hold	1,766	–	–	0.14%	98
2025 Q4	$253K	Hold	1,766	–	–	0.14%	100
2025 Q3	$249K	Hold	1,766	–	–	0.14%	104
2025 Q2	$235K	Hold	1,766	–	–	0.15%	106
2025 Q1	$228K	Sell	1,766 -266	-13%	-$34.8K	0.15%	106
2024 Q4	$259K	Buy	+2,032	New	+$265K	0.18%	95

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

Meriwether Wealth & Planning's VYM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 501 shares worth $77.8K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in VYM as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Meriwether Wealth & Planning held 501 shares of Vanguard High Dividend Yield ETF worth $77.8K as of Q3 2026.
Vanguard High Dividend Yield ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #208 holding.
Meriwether Wealth & Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Vanguard High Dividend Yield ETF position peaked at $262K in Q1 2026.
737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.