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

Northwest Financial 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
2025
Q4 		– Sell
-1,889
Closed -$266K – 100
2025
Q3 		$266K Buy
1,889
+3
+0.2% +$412 0.34% 78
2025
Q2 		$251K Sell
1,886
-88
-4% -$11.1K 0.35% 77
2025
Q1 		$255K Hold
1,974
– – 0.21% 96
2024
Q4 		$252K Buy
1,974
+750
+61% +$97.8K 0.21% 94
2024
Q3 		$157K Buy
+1,224
New +$151K 0.12% 121
2024
Q1 		– Sell
-600
Closed -$67K – 525
2023
Q4 		$67K Buy
+600
New +$63K 0.06% 181

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwest Financial Advisors's VYM Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,889 shares — an estimated $266K sold.

Northwest Financial Advisors first reported a position in VYM in Q4 2023 and held it in 6 quarters. The position peaked at $266K in Q3 2025. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,889 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $266K.
  • Northwest Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $266K in Q3 2025.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.