PTM Wealth Management
VYM icon

PTM Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

PTM Wealth Management’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 		$448K Buy
2,827
+8
+0.3% +$1.3K 0.19% 35
2026
Q2 		$457K Buy
2,819
+22
+0.8% +$3.44K 0.21% 32
2026
Q1 		$416K Buy
2,797
+15
+0.5% +$2.26K 0.22% 34
2025
Q4 		$406K Buy
2,782
+937
+51% +$133K 0.23% 34
2025
Q3 		$261K Buy
1,845
+11
+0.6% +$1.51K 0.16% 46
2025
Q2 		$249K Buy
+1,834
New +$232K 0.16% 41

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

PTM Wealth Management's VYM Position: Q3 2026 in Review

PTM Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q3 2026, buying an estimated $1.3K and bringing the position to 2,827 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #35.

PTM Wealth Management first reported a position in VYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $457K in Q2 2026. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • PTM Wealth Management held 2,827 shares of Vanguard High Dividend Yield ETF worth $448K as of Q3 2026.
  • PTM Wealth Management bought 8 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $1.3K.
  • Vanguard High Dividend Yield ETF made up 0.19% of PTM Wealth Management's portfolio in Q3 2026, its #35 holding.
  • PTM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 6 quarters since.
  • PTM Wealth Management's Vanguard High Dividend Yield ETF position peaked at $457K in Q2 2026.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.