Novem Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Novem Group’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	$15.3M	Sell	98,352 -886	-0.9%	-$144K	1.52%	15
2026 Q2	$15.7M	Sell	99,238 -38,055	-28%	-$5.95M	1.59%	13
2026 Q1	$20.3M	Buy	137,293 +125,410	+1,055%	+$18.9M	2.33%	6
2025 Q4	$1.71M	Sell	11,883 -265	-2%	-$37.7K	0.2%	97
2025 Q3	$1.71M	Buy	12,148 +572	+5%	+$78.6K	0.2%	93
2025 Q2	$1.54M	Sell	11,576 -382	-3%	-$48.4K	0.19%	90
2025 Q1	$1.54M	Buy	11,958 +810	+7%	+$106K	0.22%	87
2024 Q4	$1.42M	Buy	+11,148	New	+$1.45M	0.21%	86

Other funds holding VYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Novem Group's VYM Position: Q3 2026 in Review

Novem Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.89% in Q3 2026, selling an estimated $144K and leaving 98,352 shares worth $15.3M. The position accounts for 1.52% of the portfolio, ranked #15.

Novem Group first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.3M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Novem Group held 98,352 shares of Vanguard High Dividend Yield ETF worth $15.3M as of Q3 2026.
Novem Group sold 886 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $144K.
Vanguard High Dividend Yield ETF made up 1.52% of Novem Group's portfolio in Q3 2026, its #15 holding.
Novem Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's Vanguard High Dividend Yield ETF position peaked at $20.3M in Q1 2026.
1,465 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.