MONECO Advisors
VYM icon

MONECO Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MONECO Advisors’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 		$1.43M Sell
9,197
-202
-2% -$32.8K 0.08% 213
2026
Q2 		$1.49M Buy
9,399
+3,194
+51% +$499K 0.09% 206
2026
Q1 		$919K Buy
6,205
+1,380
+29% +$207K 0.07% 227
2025
Q4 		$692K Buy
4,825
+164
+4% +$23.3K 0.06% 247
2025
Q3 		$657K Buy
4,661
+63
+1% +$8.66K 0.05% 257
2025
Q2 		$613K Buy
4,598
+128
+3% +$16.2K 0.06% 254
2025
Q1 		$576K Sell
4,470
-1,135
-20% -$149K 0.06% 252
2024
Q4 		$715K Buy
5,605
+994
+22% +$130K 0.08% 217
2024
Q3 		$591K Buy
4,611
+5
+0.1% +$617 0.07% 226
2024
Q2 		$546K Buy
4,606
+419
+10% +$49.7K 0.08% 223
2024
Q1 		$507K Sell
4,187
-159
-4% -$18.2K 0.08% 237
2023
Q4 		$485K Buy
4,346
+1,555
+56% +$163K 0.09% 221
2023
Q3 		$288K Sell
2,791
-340
-11% -$36.5K 0.08% 260
2023
Q2 		$332K Buy
3,131
+6
+0.2% +$629 0.09% 238
2023
Q1 		$330K Sell
3,125
-782
-20% -$84.1K 0.1% 227
2022
Q4 		$423K Buy
3,907
+680
+21% +$72.4K 0.15% 150
2022
Q3 		$306K Buy
3,227
+5
+0.2% +$520 0.12% 180
2022
Q2 		$328K Buy
3,222
+216
+7% +$23.4K 0.13% 170
2022
Q1 		$337K Buy
3,006
+6
+0.2% +$669 0.12% 162
2021
Q4 		$337K Sell
3,000
-332
-10% -$36.1K 0.13% 166
2021
Q3 		$344K Sell
3,332
-2,135
-39% -$226K 0.14% 162
2021
Q2 		$573K Sell
5,467
-330
-6% -$34.6K 0.26% 92
2021
Q1 		$586K Buy
+5,797
New +$559K 0.28% 87

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MONECO Advisors's VYM Position: Q3 2026 in Review

MONECO Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q3 2026, selling an estimated $32.8K and leaving 9,197 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #213.

MONECO Advisors first reported a position in VYM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.49M in Q2 2026. 1,393 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • MONECO Advisors held 9,197 shares of Vanguard High Dividend Yield ETF worth $1.43M as of Q3 2026.
  • MONECO Advisors sold 202 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $32.8K.
  • Vanguard High Dividend Yield ETF made up 0.08% of MONECO Advisors's portfolio in Q3 2026, its #213 holding.
  • MONECO Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 23 quarters since.
  • MONECO Advisors's Vanguard High Dividend Yield ETF position peaked at $1.49M in Q2 2026.
  • 1,393 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.