Quadrant Private Wealth Management
VYM icon

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

Quadrant Private 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 		$807K Buy
+5,202
New +$844K 0.11% 144
2026
Q2 		– Sell
-5,274
Closed -$781K – 309
2026
Q1 		$781K Buy
5,274
+232
+5% +$34.9K 0.12% 145
2025
Q4 		$724K Buy
5,042
+403
+9% +$57.3K 0.12% 139
2025
Q3 		$654K Buy
4,639
+731
+19% +$100K 0.12% 137
2025
Q2 		$521K Buy
3,908
+61
+2% +$7.73K 0.11% 148
2025
Q1 		$496K Buy
3,847
+526
+16% +$68.9K 0.12% 141
2024
Q4 		$424K Buy
3,321
+637
+24% +$83.1K 0.1% 163
2024
Q3 		$344K Buy
2,684
+153
+6% +$18.9K 0.09% 178
2024
Q2 		$300K Buy
2,531
+570
+29% +$67.6K 0.07% 188
2024
Q1 		$237K Buy
1,961
+102
+5% +$11.7K 0.06% 203
2023
Q4 		$208K Buy
+1,859
New +$195K 0.06% 213

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

Quadrant Private Wealth Management's VYM Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 5,202 shares worth $807K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in VYM as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 1,508 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Quadrant Private Wealth Management held 5,202 shares of Vanguard High Dividend Yield ETF worth $807K as of Q3 2026.
  • Vanguard High Dividend Yield ETF was a new Quadrant Private Wealth Management position in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.11% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Quadrant Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,508 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.