NWF Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

NWF Advisory Services’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	$1.46M	Sell	9,406 -643	-6%	-$104K	0.14%	121
2026 Q2	$1.59M	Sell	10,049 -520	-5%	-$81.3K	0.15%	105
2026 Q1	$1.57M	Sell	10,569 -245	-2%	-$36.8K	0.18%	100
2025 Q4	$1.55M	Sell	10,814 -370	-3%	-$52.6K	0.17%	93
2025 Q3	$1.58M	Buy	11,184 +245	+2%	+$33.7K	0.17%	100
2025 Q2	$1.46M	Buy	10,939 +7,839	+253%	+$993K	0.17%	98
2025 Q1	$400K	Buy	+3,100	New	+$406K	0.06%	207
2024 Q4	–	Sell	-2,825	Closed	-$362K	–	425
2024 Q3	$362K	Hold	2,825	–	–	0.05%	213
2024 Q2	$335K	Hold	2,825	–	–	0.05%	205
2024 Q1	$342K	Buy	2,825 +200	+8%	+$22.9K	0.06%	210
2023 Q4	$293K	Sell	2,625 -23	-0.9%	-$2.42K	0.06%	206
2023 Q3	$274K	Buy	2,648 +23	+0.9%	+$2.47K	0.06%	197
2023 Q2	$278K	Hold	2,625	–	–	0.06%	191
2023 Q1	$278K	Buy	+2,625	New	+$282K	0.06%	190

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

NWF Advisory Services's VYM Position: Q3 2026 in Review

NWF Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.4% in Q3 2026, selling an estimated $104K and leaving 9,406 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #121.

NWF Advisory Services first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.59M in Q2 2026. 663 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

NWF Advisory Services held 9,406 shares of Vanguard High Dividend Yield ETF worth $1.46M as of Q3 2026.
NWF Advisory Services sold 643 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $104K.
Vanguard High Dividend Yield ETF made up 0.14% of NWF Advisory Services's portfolio in Q3 2026, its #121 holding.
NWF Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Vanguard High Dividend Yield ETF position peaked at $1.59M in Q2 2026.
663 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.