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

Mindset 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	$245K	Hold	1,577	–	–	0.04%	170
2026 Q2	$249K	Sell	1,577 -315	-17%	-$49.2K	0.05%	156
2026 Q1	$280K	Buy	1,892 +19	+1%	+$2.86K	0.08%	129
2025 Q4	$269K	Hold	1,873	–	–	0.07%	147
2025 Q3	$264K	Hold	1,873	–	–	0.07%	137
2025 Q2	$250K	Hold	1,873	–	–	0.08%	132
2025 Q1	$242K	Hold	1,873	–	–	0.09%	117
2024 Q4	$239K	Hold	1,873	–	–	0.09%	115
2024 Q3	$240K	Buy	+1,873	New	+$231K	0.1%	106

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

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

Mindset Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,577 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #170.

Mindset Wealth Management first reported a position in VYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $280K in Q1 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Mindset Wealth Management held 1,577 shares of Vanguard High Dividend Yield ETF worth $245K as of Q3 2026.
Mindset Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #170 holding.
Mindset Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Vanguard High Dividend Yield ETF position peaked at $280K in Q1 2026.
737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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