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

Olistico Wealth’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	$382K	Buy	2,463 +48	+2%	+$7.78K	0.16%	78
2026 Q2	$382K	Hold	2,415	–	–	0.16%	77
2026 Q1	$358K	Hold	2,415	–	–	0.18%	75
2025 Q4	$347K	Hold	2,415	–	–	0.17%	72
2025 Q3	$340K	Hold	2,415	–	–	0.18%	75
2025 Q2	$322K	Buy	2,415 +2,315	+2,315%	+$293K	0.18%	77
2025 Q1	$311K	Sell	100 -2,315	-96%	-$303K	0.19%	82
2024 Q4	$308K	Buy	2,415 +2,315	+2,315%	+$302K	0.18%	78
2024 Q3	$12.8K	Hold	100	–	–	0.01%	234
2024 Q2	$11.9K	Buy	+100	New	+$11.9K	0.01%	236
2023 Q4	–	Sell	-5,893	Closed	-$609K	–	109
2023 Q3	$609K	Buy	5,893 +35	+0.6%	+$3.76K	0.54%	48
2023 Q2	$621K	Buy	5,858 +40	+0.7%	+$4.2K	0.53%	49
2023 Q1	$614K	Buy	5,818 +34	+0.6%	+$3.66K	0.59%	46
2022 Q4	$626K	Buy	+5,784	New	+$615K	0.68%	42

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

Olistico Wealth's VYM Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q3 2026, buying an estimated $7.78K and bringing the position to 2,463 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #78.

Olistico Wealth first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $626K in Q4 2022. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Olistico Wealth held 2,463 shares of Vanguard High Dividend Yield ETF worth $382K as of Q3 2026.
Olistico Wealth bought 48 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $7.78K.
Vanguard High Dividend Yield ETF made up 0.16% of Olistico Wealth's portfolio in Q3 2026, its #78 holding.
Olistico Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Olistico Wealth's Vanguard High Dividend Yield ETF position peaked at $626K in Q4 2022.
737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.