McCarley & Cook Financial Planners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McCarley & Cook Financial Planners’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	$165K	Hold	1,066	–	–	0.13%	56
2026 Q2	$168K	Hold	1,066	–	–	0.13%	57
2026 Q1	$158K	Hold	1,066	–	–	0.14%	58
2025 Q4	$153K	Buy	+1,066	New	+$152K	0.14%	56

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

McCarley & Cook Financial Planners's VYM Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,066 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #56.

McCarley & Cook Financial Planners first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $168K in Q2 2026. 777 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

McCarley & Cook Financial Planners held 1,066 shares of Vanguard High Dividend Yield ETF worth $165K as of Q3 2026.
McCarley & Cook Financial Planners left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.13% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #56 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Vanguard High Dividend Yield ETF position peaked at $168K in Q2 2026.
777 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.