Portside Wealth Group
VYM icon

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

Portside Wealth Group’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 		$392K Buy
2,528
+11
+0.4% +$1.78K 0.04% 350
2026
Q2 		$398K Buy
2,517
+104
+4% +$16.3K 0.05% 344
2026
Q1 		$357K Sell
2,413
-3,278
-58% -$493K 0.05% 333
2025
Q4 		$817K Buy
5,691
+3,283
+136% +$467K 0.11% 191
2025
Q3 		$339K Sell
2,408
-24
-1% -$3.3K 0.05% 343
2025
Q2 		$324K Sell
2,432
-506
-17% -$64.1K 0.05% 332
2025
Q1 		$379K Sell
2,938
-632
-18% -$82.7K 0.06% 277
2024
Q4 		$455K Buy
3,570
+974
+38% +$127K 0.08% 245
2024
Q3 		$333K Buy
2,596
+456
+21% +$56.3K 0.06% 290
2024
Q2 		$254K Sell
2,140
-79
-4% -$9.37K 0.05% 298
2024
Q1 		$268K Sell
2,219
-5,799
-72% -$664K 0.05% 298
2023
Q4 		$895K Buy
+8,018
New +$842K 0.17% 138

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Portside Wealth Group's VYM Position: Q3 2026 in Review

Portside Wealth Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.44% in Q3 2026, buying an estimated $1.78K and bringing the position to 2,528 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #350.

Portside Wealth Group first reported a position in VYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $895K in Q4 2023. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Portside Wealth Group held 2,528 shares of Vanguard High Dividend Yield ETF worth $392K as of Q3 2026.
  • Portside Wealth Group bought 11 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $1.78K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #350 holding.
  • Portside Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Vanguard High Dividend Yield ETF position peaked at $895K in Q4 2023.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.