SeaCrest Wealth Management
VYM icon

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

SeaCrest 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 		$690K Buy
4,445
+32
+0.7% +$5.19K 0.08% 209
2026
Q2 		$697K Buy
4,413
+52
+1% +$8.13K 0.08% 222
2026
Q1 		$646K Buy
4,361
+343
+9% +$51.6K 0.07% 267
2025
Q4 		$583K Sell
4,018
-599
-13% -$85.2K 0.06% 284
2025
Q3 		$652K Buy
4,617
+12
+0.3% +$1.65K 0.07% 260
2025
Q2 		$614K Sell
4,605
-110
-2% -$13.9K 0.07% 267
2025
Q1 		$608K Sell
4,715
-12
-0.3% -$1.57K 0.07% 278
2024
Q4 		$603K Sell
4,727
-1,024
-18% -$134K 0.06% 293
2024
Q3 		$737K Buy
5,751
+1,747
+44% +$216K 0.08% 249
2024
Q2 		$475K Sell
4,004
-19
-0.5% -$2.25K 0.05% 331
2024
Q1 		$487K Sell
4,023
-199
-5% -$22.8K 0.06% 315
2023
Q4 		$472K Sell
4,222
-537
-11% -$56.4K 0.06% 324
2023
Q3 		$492K Sell
4,759
-469
-9% -$50.3K 0.06% 310
2023
Q2 		$555K Buy
5,228
+397
+8% +$41.6K 0.07% 291
2023
Q1 		$510K Buy
4,831
+141
+3% +$15.2K 0.07% 318
2022
Q4 		$507K Buy
4,690
+76
+2% +$8.09K 0.07% 317
2022
Q3 		$438K Buy
4,614
+1,487
+48% +$155K 0.07% 336
2022
Q2 		$318K Sell
3,127
-143
-4% -$15.5K 0.04% 451
2022
Q1 		$367K Buy
+3,270
New +$365K 0.04% 454
2021
Q3 		– Sell
-3,899
Closed -$408K – 724
2021
Q2 		$408K Buy
3,899
+765
+24% +$80.3K 0.05% 402
2021
Q1 		$317K Buy
3,134
+457
+17% +$44.1K 0.04% 450
2020
Q4 		$245K Buy
+2,677
New +$233K 0.03% 500
2020
Q2 		– Sell
-3,283
Closed -$232K – 585
2020
Q1 		$232K Sell
3,283
-579
-15% -$49.7K 0.05% 398
2019
Q4 		$362K Buy
+3,862
New +$350K 0.06% 351
2019
Q2 		– Sell
-1,260
Closed -$108K – 1827
2019
Q1 		$108K Hold
1,260
– – 0.02% 666
2018
Q4 		$98K Sell
1,260
-796
-39% -$66.4K 0.02% 667
2018
Q3 		$179K Sell
2,056
-49
-2% -$4.24K 0.03% 546
2018
Q2 		$175K Sell
2,105
-29
-1% -$2.43K 0.03% 538
2018
Q1 		$176K Buy
2,134
+1,090
+104% +$93.7K 0.03% 521
2017
Q4 		$89K Buy
+1,044
New +$87.3K 0.02% 754

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

SeaCrest Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.73% in Q3 2026, buying an estimated $5.19K and bringing the position to 4,445 shares worth $690K. The position accounts for 0.08% of the portfolio, ranked #209.

SeaCrest Wealth Management first reported a position in VYM in Q4 2017 and has held it in 30 quarters since. The position peaked at $737K in Q3 2024. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • SeaCrest Wealth Management held 4,445 shares of Vanguard High Dividend Yield ETF worth $690K as of Q3 2026.
  • SeaCrest Wealth Management bought 32 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $5.19K.
  • Vanguard High Dividend Yield ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q3 2026, its #209 holding.
  • SeaCrest Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 30 quarters since.
  • SeaCrest Wealth Management's Vanguard High Dividend Yield ETF position peaked at $737K in Q3 2024.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.