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

Precedent Wealth Partners’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	$2.8M	Buy	18,025 +1,090	+6%	+$177K	0.43%	71
2026 Q2	$2.68M	Sell	16,935 -1,469	-8%	-$230K	0.45%	66
2026 Q1	$2.73M	Buy	18,404 +319	+2%	+$48K	0.55%	58
2025 Q4	$2.6M	Buy	18,085 +13	+0.1%	+$1.85K	0.54%	60
2025 Q3	$2.55M	Buy	18,072 +185	+1%	+$25.4K	0.56%	54
2025 Q2	$2.38M	Buy	17,887 +547	+3%	+$69.3K	0.58%	51
2025 Q1	$2.24M	Buy	17,340 +5,614	+48%	+$735K	0.62%	48
2024 Q4	$1.5M	Buy	11,726 +11	+0.1%	+$1.43K	0.49%	58
2024 Q3	$1.5M	Buy	11,715 +1,322	+13%	+$163K	0.5%	54
2024 Q2	$1.23M	Buy	10,393 +2,973	+40%	+$353K	0.5%	53
2024 Q1	$898K	Buy	7,420 +868	+13%	+$99.4K	0.39%	69
2023 Q4	$731K	Buy	+6,552	New	+$688K	0.37%	71

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

Precedent Wealth Partners's VYM Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.4% in Q3 2026, buying an estimated $177K and bringing the position to 18,025 shares worth $2.8M. The position accounts for 0.43% of the portfolio, ranked #71.

Precedent Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 12 quarters since. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Precedent Wealth Partners held 18,025 shares of Vanguard High Dividend Yield ETF worth $2.8M as of Q3 2026.
Precedent Wealth Partners bought 1,090 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $177K.
Vanguard High Dividend Yield ETF made up 0.43% of Precedent Wealth Partners's portfolio in Q3 2026, its #71 holding.
Precedent Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 12 quarters since.
1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.