Naples Global Advisors
VYM icon

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

Naples Global 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 		$342K Sell
2,206
-32
-1% -$5.19K 0.02% 385
2026
Q2 		$354K Sell
2,238
-73
-3% -$11.4K 0.02% 391
2026
Q1 		$342K Buy
2,311
+227
+11% +$34.1K 0.03% 374
2025
Q4 		$299K Sell
2,084
-1,316
-39% -$187K 0.02% 382
2025
Q3 		$479K Buy
+3,400
New +$467K 0.04% 326
2025
Q1 		– Sell
-2,043
Closed -$261K – 410
2024
Q4 		$261K Sell
2,043
-48
-2% -$6.26K 0.02% 363
2024
Q3 		$268K Buy
2,091
+52
+3% +$6.42K 0.02% 361
2024
Q2 		$242K Buy
2,039
+2
+0.1% +$237 0.02% 365
2024
Q1 		$246K Buy
2,037
+7
+0.3% +$802 0.03% 367
2023
Q4 		$227K Sell
2,030
-890
-30% -$93.5K 0.02% 375
2023
Q3 		$302K Sell
2,920
-263
-8% -$28.2K 0.04% 336
2023
Q2 		$338K Buy
3,183
+138
+5% +$14.5K 0.04% 327
2023
Q1 		$321K Buy
3,045
+275
+10% +$29.6K 0.04% 329
2022
Q4 		$300K Sell
2,770
-203
-7% -$21.6K 0.04% 328
2022
Q3 		$282K Hold
2,973
– – 0.04% 322
2022
Q2 		$302K Hold
2,973
– – 0.04% 318
2022
Q1 		$334K Sell
2,973
-50
-2% -$5.58K 0.04% 324
2021
Q4 		$339K Hold
3,023
– – 0.04% 326
2021
Q3 		$312K Hold
3,023
– – 0.04% 328
2021
Q2 		$317K Buy
+3,023
New +$317K 0.04% 320
2019
Q4 		– Sell
-2,856
Closed -$253K – 329
2019
Q3 		$253K Buy
+2,856
New +$250K 0.06% 281

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Naples Global Advisors's VYM Position: Q3 2026 in Review

Naples Global Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q3 2026, selling an estimated $5.19K and leaving 2,206 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #385.

Naples Global Advisors first reported a position in VYM in Q3 2019 and has held it in 21 quarters since. The position peaked at $479K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Naples Global Advisors held 2,206 shares of Vanguard High Dividend Yield ETF worth $342K as of Q3 2026.
  • Naples Global Advisors sold 32 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $5.19K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Naples Global Advisors's portfolio in Q3 2026, its #385 holding.
  • Naples Global Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 21 quarters since.
  • Naples Global Advisors's Vanguard High Dividend Yield ETF position peaked at $479K in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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