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

Optivise 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	$1.17M	Buy	7,560 +906	+14%	+$147K	0.58%	45
2026 Q2	$1.05M	Buy	6,654 +656	+11%	+$103K	0.53%	48
2026 Q1	$888K	Sell	5,998 -820	-12%	-$123K	0.54%	47
2025 Q4	$978K	Sell	6,818 -550	-7%	-$78.2K	0.56%	49
2025 Q3	$1.04M	Buy	7,368 +2,887	+64%	+$397K	0.62%	46
2025 Q2	$597K	Buy	4,481 +483	+12%	+$61.2K	0.31%	85
2025 Q1	$516K	Sell	3,998 -62	-2%	-$8.12K	0.29%	82
2024 Q4	$518K	Buy	4,060 +298	+8%	+$38.9K	0.28%	86
2024 Q3	$482K	Sell	3,762 -2	-0.1%	-$247	0.25%	81
2024 Q2	$446K	Buy	+3,764	New	+$446K	0.24%	90

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

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

Optivise Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q3 2026, buying an estimated $147K and bringing the position to 7,560 shares worth $1.17M. The position accounts for 0.58% of the portfolio, ranked #45.

Optivise Advisory Services first reported a position in VYM in Q2 2024 and has held it in 10 quarters since. 1,393 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Optivise Advisory Services held 7,560 shares of Vanguard High Dividend Yield ETF worth $1.17M as of Q3 2026.
Optivise Advisory Services bought 906 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $147K.
Vanguard High Dividend Yield ETF made up 0.58% of Optivise Advisory Services's portfolio in Q3 2026, its #45 holding.
Optivise Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 10 quarters since.
1,393 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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