Root Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Root Financial 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	$559K	Sell	3,604 -8,172	-69%	-$1.33M	0.02%	206
2026 Q2	$1.86M	Buy	11,776 +170	+1%	+$26.6K	0.07%	81
2026 Q1	$1.72M	Sell	11,606 -51	-0.4%	-$7.67K	0.08%	70
2025 Q4	$1.67M	Sell	11,657 -874	-7%	-$124K	0.09%	66
2025 Q3	$1.77M	Sell	12,531 -9,495	-43%	-$1.3M	0.11%	58
2025 Q2	$2.94M	Buy	22,026 +11,348	+106%	+$1.44M	0.28%	35
2025 Q1	$1.38M	Sell	10,678 -528	-5%	-$69.1K	0.15%	52
2024 Q4	$1.43M	Buy	+11,206	New	+$1.46M	0.18%	43

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's VYM Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 69% in Q3 2026, selling an estimated $1.33M and leaving 3,604 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #206.

Root Financial Partners first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.94M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Root Financial Partners held 3,604 shares of Vanguard High Dividend Yield ETF worth $559K as of Q3 2026.
Root Financial Partners sold 8,172 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $1.33M.
Vanguard High Dividend Yield ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #206 holding.
Root Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard High Dividend Yield ETF position peaked at $2.94M in Q2 2025.
1,012 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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