Oasis Advisors
VYM icon

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

Oasis 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 		$5.42M Buy
34,911
+17,598
+102% +$2.85M 2.27% 12
2026
Q2 		$2.74M Sell
17,313
-245,073
-93% -$38.3M 1.78% 16
2026
Q1 		$2.55M Buy
+262,386
New +$39.5M 0.5% 45

Other funds holding VYM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Oasis Advisors's VYM Position: Q3 2026 in Review

Oasis Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 102% in Q3 2026, buying an estimated $2.85M and bringing the position to 34,911 shares worth $5.42M. The position accounts for 2.27% of the portfolio, ranked #12.

Oasis Advisors first reported a position in VYM in Q1 2026 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Oasis Advisors held 34,911 shares of Vanguard High Dividend Yield ETF worth $5.42M as of Q3 2026.
  • Oasis Advisors bought 17,598 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $2.85M.
  • Vanguard High Dividend Yield ETF made up 2.27% of Oasis Advisors's portfolio in Q3 2026, its #12 holding.
  • Oasis Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.