Obermeyer Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Obermeyer Wealth Partners’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	$2.98M	Hold	19,175	–	–	0.12%	59
2026 Q2	$3.03M	Sell	19,175 -27	-0.1%	-$4.22K	0.12%	60
2026 Q1	$2.84M	Sell	19,202 -218	-1%	-$32.8K	0.13%	64
2025 Q4	$2.79M	Buy	19,420 +859	+5%	+$122K	0.13%	63
2025 Q3	$2.62M	Hold	18,561	–	–	0.12%	62
2025 Q2	$2.47M	Sell	18,561 -1,428	-7%	-$181K	0.12%	63
2025 Q1	$2.58M	Buy	19,989 +1,597	+9%	+$209K	0.14%	60
2024 Q4	$2.35M	Buy	18,392 +763	+4%	+$99.5K	0.12%	64
2024 Q3	$2.26M	Hold	17,629	–	–	0.12%	67
2024 Q2	$2.09M	Sell	17,629 -300	-2%	-$35.6K	0.12%	70
2024 Q1	$2.17M	Buy	17,929 +964	+6%	+$110K	0.13%	65
2023 Q4	$1.89M	Hold	16,965	–	–	0.13%	53
2023 Q3	$1.75M	Hold	16,965	–	–	0.13%	49
2023 Q2	$1.8M	Buy	16,965 +93	+0.6%	+$9.8K	0.13%	52
2023 Q1	$1.78M	Hold	16,872	–	–	0.13%	54
2022 Q4	$1.83M	Hold	16,872	–	–	0.14%	55
2022 Q3	$1.6M	Buy	16,872 +101	+0.6%	+$10.5K	0.13%	55
2022 Q2	$1.71M	Buy	16,771 +3,493	+26%	+$379K	0.13%	54
2022 Q1	$1.49M	Buy	13,278 +880	+7%	+$98.1K	0.09%	64
2021 Q4	$1.39M	Buy	12,398 +943	+8%	+$103K	0.07%	63
2021 Q3	$1.18M	Buy	11,455 +2,328	+26%	+$246K	0.07%	66
2021 Q2	$956K	Hold	9,127	–	–	0.05%	84
2021 Q1	$923K	Buy	9,127 +1,270	+16%	+$123K	0.06%	81
2020 Q4	$719K	Hold	7,857	–	–	0.05%	71
2020 Q3	$636K	Buy	7,857 +742	+10%	+$60.8K	0.05%	72
2020 Q2	$561K	Hold	7,115	–	–	0.05%	71
2020 Q1	$503K	Hold	7,115	–	–	0.05%	67
2019 Q4	$667K	Hold	7,115	–	–	0.06%	69
2019 Q3	$631K	Hold	7,115	–	–	0.06%	67
2019 Q2	$622K	Hold	7,115	–	–	0.06%	69
2019 Q1	$609K	Buy	7,115 +3,915	+122%	+$327K	0.06%	68
2018 Q4	$250K	Buy	+3,200	New	+$267K	0.03%	98

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

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Obermeyer Wealth Partners's VYM Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 19,175 shares worth $2.98M. The position accounts for 0.12% of the portfolio, ranked #59.

Obermeyer Wealth Partners first reported a position in VYM in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.03M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Obermeyer Wealth Partners held 19,175 shares of Vanguard High Dividend Yield ETF worth $2.98M as of Q3 2026.
Obermeyer Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.12% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #59 holding.
Obermeyer Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 32 quarters since.
Obermeyer Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $3.03M in Q2 2026.
1,422 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.