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Pettinga Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pettinga Financial Advisors’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 		$10.6M Sell
68,619
-2,399
-3% -$389K 1.76% 17
2026
Q2 		$11.2M Sell
71,018
-809
-1% -$126K 1.8% 17
2026
Q1 		$10.6M Buy
71,827
+2,899
+4% +$436K 2% 14
2025
Q4 		$9.89M Sell
68,928
-4,086
-6% -$581K 1.88% 18
2025
Q3 		$10.3M Sell
73,014
-8,250
-10% -$1.13M 2.01% 15
2025
Q2 		$10.8M Sell
81,264
-492
-0.6% -$62.3K 2.37% 11
2025
Q1 		$10.5M Sell
81,756
-3,790
-4% -$496K 2.48% 8
2024
Q4 		$10.9M Buy
85,546
+8,439
+11% +$1.1M 2.47% 12
2024
Q3 		$9.89M Buy
77,107
+1,751
+2% +$216K 2.34% 13
2024
Q2 		$8.94M Buy
75,356
+2,114
+3% +$251K 2.24% 13
2024
Q1 		$8.86M Buy
73,242
+1,055
+1% +$121K 2.26% 13
2023
Q4 		$8.06M Sell
72,187
-14,173
-16% -$1.49M 2.16% 13
2023
Q3 		$8.92M Buy
86,360
+1,122
+1% +$120K 2.7% 11
2023
Q2 		$9.04M Buy
85,238
+20,412
+31% +$2.14M 2.68% 11
2023
Q1 		$6.84M Buy
64,826
+35,020
+117% +$3.77M 2.13% 15
2022
Q4 		$3.23M Buy
29,806
+27,062
+986% +$2.88M 1.05% 25
2022
Q3 		$260K Sell
2,744
-10
-0.4% -$1.04K 0.09% 84
2022
Q2 		$280K Sell
2,754
-1,482
-35% -$161K 0.08% 90
2022
Q1 		$475K Buy
4,236
+991
+31% +$111K 0.12% 74
2021
Q4 		$364K Sell
3,245
-25
-0.8% -$2.72K 0.09% 84
2021
Q3 		$338K Sell
3,270
-2,601
-44% -$275K 0.09% 80
2021
Q2 		$615K Sell
5,871
-378
-6% -$39.7K 0.16% 65
2021
Q1 		$632K Sell
6,249
-968
-13% -$93.4K 0.18% 63
2020
Q4 		$660K Sell
7,217
-15,279
-68% -$1.33M 0.24% 51
2020
Q3 		$1.82M Buy
22,496
+16,628
+283% +$1.36M 0.77% 28
2020
Q2 		$462K Sell
5,868
-16,318
-74% -$1.27M 0.22% 48
2020
Q1 		$1.57M Sell
22,186
-18,309
-45% -$1.57M 1.06% 21
2019
Q4 		$3.79M Buy
40,495
+662
+2% +$60K 2.02% 11
2019
Q3 		$3.53M Sell
39,833
-2,768
-6% -$242K 1.91% 11
2019
Q2 		$3.72M Sell
42,601
-5,171
-11% -$447K 1.94% 12
2019
Q1 		$4.09M Sell
47,772
-20,365
-30% -$1.7M 2.19% 11
2018
Q4 		$5.31M Buy
+68,137
New +$5.68M 3.49% 8

Other funds holding VYM

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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Pettinga Financial Advisors's VYM Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q3 2026, selling an estimated $389K and leaving 68,619 shares worth $10.6M. The position accounts for 1.76% of the portfolio, ranked #17.

Pettinga Financial Advisors first reported a position in VYM in Q4 2018 and has held it in 32 quarters since. The position peaked at $11.2M in Q2 2026. 203 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Pettinga Financial Advisors held 68,619 shares of Vanguard High Dividend Yield ETF worth $10.6M as of Q3 2026.
  • Pettinga Financial Advisors sold 2,399 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $389K.
  • Vanguard High Dividend Yield ETF made up 1.76% of Pettinga Financial Advisors's portfolio in Q3 2026, its #17 holding.
  • Pettinga Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $11.2M in Q2 2026.
  • 203 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.