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Summit Wealth Group, LLC/OK’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Wealth Group, LLC/OK’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 		$203K Sell
1,306
-541
-29% -$87.7K 0.34% 53
2026
Q2 		$292K Buy
1,847
+6
+0.3% +$938 0.38% 46
2026
Q1 		$273K Sell
1,841
-382
-17% -$57.4K 0.38% 45
2025
Q4 		$319K Buy
+2,223
New +$316K 0.33% 50

Other funds holding VYM

LPL Financial
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Summit Wealth Group, LLC/OK's VYM Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard High Dividend Yield ETF (VYM) stake by 29% in Q3 2026, selling an estimated $87.7K and leaving 1,306 shares worth $203K. The position accounts for 0.34% of the portfolio, ranked #53.

Summit Wealth Group, LLC/OK first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 1,431 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,306 shares of Vanguard High Dividend Yield ETF worth $203K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 541 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $87.7K.
  • Vanguard High Dividend Yield ETF made up 0.34% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #53 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard High Dividend Yield ETF position peaked at $319K in Q4 2025.
  • 1,431 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.