Private Wealth Partners
VYM icon

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

Private 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 		$221K Hold
1,423
– – 0.02% 163
2026
Q2 		$225K Hold
1,423
– – 0.02% 165
2026
Q1 		$211K Hold
1,423
– – 0.02% 162
2025
Q4 		$204K Hold
1,423
– – 0.01% 167
2025
Q3 		$201K Buy
+1,423
New +$196K 0.01% 168

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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

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

Private Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,423 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #163.

Private Wealth Partners first reported a position in VYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $225K in Q2 2026. 1,531 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Private Wealth Partners held 1,423 shares of Vanguard High Dividend Yield ETF worth $221K as of Q3 2026.
  • Private Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Private Wealth Partners's portfolio in Q3 2026, its #163 holding.
  • Private Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • Private Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $225K in Q2 2026.
  • 1,531 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.