Premier Path Wealth Partners
VYM icon

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

Premier Path 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 		$421K Sell
2,715
-65
-2% -$10.5K 0.05% 288
2026
Q2 		$439K Sell
2,780
-228
-8% -$35.6K 0.05% 291
2026
Q1 		$445K Buy
3,008
+9
+0.3% +$1.35K 0.06% 290
2025
Q4 		$430K Sell
2,999
-55
-2% -$7.82K 0.06% 270
2025
Q3 		$430K Sell
3,054
-54
-2% -$7.42K 0.06% 278
2025
Q2 		$414K Sell
3,108
-150
-5% -$19K 0.06% 275
2025
Q1 		$420K Buy
3,258
+109
+3% +$14.3K 0.07% 252
2024
Q4 		$402K Buy
3,149
+339
+12% +$44.2K 0.06% 258
2024
Q3 		$360K Sell
2,810
-1,941
-41% -$240K 0.06% 275
2024
Q2 		$563K Buy
4,751
+227
+5% +$26.9K 0.1% 205
2024
Q1 		$547K Buy
4,524
+142
+3% +$16.3K 0.1% 195
2023
Q4 		$489K Buy
+4,382
New +$460K 0.11% 194

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Premier Path Wealth Partners's VYM Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q3 2026, selling an estimated $10.5K and leaving 2,715 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #288.

Premier Path Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $563K in Q2 2024. 1,422 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Premier Path Wealth Partners held 2,715 shares of Vanguard High Dividend Yield ETF worth $421K as of Q3 2026.
  • Premier Path Wealth Partners sold 65 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #288 holding.
  • Premier Path Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $563K in Q2 2024.
  • 1,422 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.