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

Orgel Wealth Management’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 		– Sell
-1,499
Closed -$237K – 117
2026
Q2 		$237K Buy
+1,499
New +$234K ﹤0.01% 106
2025
Q2 		– Sell
-14,264
Closed -$1.84M – 92
2025
Q1 		$1.84M Sell
14,264
-1,241
-8% -$162K 0.05% 38
2024
Q4 		$1.98M Buy
15,505
+138
+0.9% +$18K 0.05% 38
2024
Q3 		$1.97M Buy
15,367
+252
+2% +$31.1K 0.05% 38
2024
Q2 		$1.79M Buy
15,115
+917
+6% +$109K 0.05% 37
2024
Q1 		$1.72M Buy
14,198
+28
+0.2% +$3.21K 0.05% 36
2023
Q4 		$1.58M Buy
14,170
+2,187
+18% +$230K 0.05% 38
2023
Q3 		$1.24M Buy
11,983
+2,624
+28% +$282K 0.04% 37
2023
Q2 		$993K Sell
9,359
-50,162
-84% -$5.26M 0.03% 43
2023
Q1 		$6.28M Buy
59,521
+49,216
+478% +$5.29M 0.22% 29
2022
Q4 		$1.12M Buy
10,305
+1,534
+17% +$163K 0.04% 40
2022
Q3 		$832K Buy
8,771
+6,164
+236% +$641K 0.04% 39
2022
Q2 		$265K Hold
2,607
– – 0.02% 57
2022
Q1 		$293K Sell
2,607
-263
-9% -$29.3K 0.02% 50
2021
Q4 		$322K Buy
2,870
+149
+5% +$16.2K 0.03% 44
2021
Q3 		$281K Hold
2,721
– – 0.03% 44
2021
Q2 		$285K Hold
2,721
– – 0.04% 44
2021
Q1 		$275K Sell
2,721
-154
-5% -$14.9K 0.04% 44
2020
Q4 		$263K Hold
2,875
– – 0.05% 42
2020
Q3 		$233K Hold
2,875
– – 0.07% 49
2020
Q2 		$226K Sell
2,875
-38
-1% -$2.95K 0.09% 42
2020
Q1 		$206K Buy
2,913
+134
+5% +$11.5K 0.08% 37
2019
Q4 		$260K Sell
2,779
-154
-5% -$14K 0.07% 40
2019
Q3 		$260K Sell
2,933
-352
-11% -$30.8K 0.1% 36
2019
Q2 		$287K Buy
3,285
+202
+7% +$17.5K 0.11% 32
2019
Q1 		$264K Buy
+3,083
New +$258K 0.09% 34
2018
Q3 		– Sell
-3,053
Closed -$254K – 42
2018
Q2 		$254K Hold
3,053
– – 0.06% 33
2018
Q1 		$252K Sell
3,053
-230
-7% -$19.8K 0.06% 32
2017
Q4 		$281K Hold
3,283
– – 0.07% 32
2017
Q3 		$266K Hold
3,283
– – 0.09% 22
2017
Q2 		$257K Sell
3,283
-447
-12% -$34.8K 0.09% 16
2017
Q1 		$290K Hold
3,730
– – 0.13% 14
2016
Q4 		$283K Sell
3,730
-306
-8% -$22.5K 0.18% 13
2016
Q3 		$291K Hold
4,036
– – 0.2% 13
2016
Q2 		$288K Buy
4,036
+1,050
+35% +$73.4K 0.12% 15
2016
Q1 		$206K Sell
2,986
-234
-7% -$15.3K 0.13% 17
2015
Q4 		$215K Buy
+3,220
New +$216K 0.18% 22

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Orgel Wealth Management's VYM Position: Q3 2026 in Review

Orgel Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2026, closing a stake of 1,499 shares — an estimated $237K sold.

Orgel Wealth Management first reported a position in VYM in Q4 2015 and held it in 37 quarters. The position peaked at $6.28M in Q1 2023. 271 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Orgel Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2026 after selling out during the quarter.
  • Orgel Wealth Management sold 1,499 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $237K.
  • Orgel Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 37 quarters.
  • Orgel Wealth Management's Vanguard High Dividend Yield ETF position peaked at $6.28M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.