Seamount Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Seamount Financial Group’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	$782K	Buy	5,038 +17	+0.3%	+$2.76K	0.31%	68
2026 Q2	$793K	Sell	5,021 -156	-3%	-$24.4K	0.32%	68
2026 Q1	$767K	Sell	5,177 -491	-9%	-$73.8K	0.35%	64
2025 Q4	$814K	Sell	5,668 -470	-8%	-$66.8K	0.37%	63
2025 Q3	$865K	Buy	6,138 +18	+0.3%	+$2.47K	0.41%	56
2025 Q2	$816K	Buy	6,120 +178	+3%	+$22.6K	0.42%	56
2025 Q1	$766K	Buy	5,942 +20	+0.3%	+$2.62K	0.52%	48
2024 Q4	$756K	Buy	5,922 +3,022	+104%	+$394K	0.52%	49
2024 Q3	$372K	Buy	+2,900	New	+$358K	0.28%	73

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Seamount Financial Group's VYM Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.34% in Q3 2026, buying an estimated $2.76K and bringing the position to 5,038 shares worth $782K. The position accounts for 0.31% of the portfolio, ranked #68.

Seamount Financial Group first reported a position in VYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $865K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Seamount Financial Group held 5,038 shares of Vanguard High Dividend Yield ETF worth $782K as of Q3 2026.
Seamount Financial Group bought 17 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $2.76K.
Vanguard High Dividend Yield ETF made up 0.31% of Seamount Financial Group's portfolio in Q3 2026, its #68 holding.
Seamount Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 9 quarters since.
Seamount Financial Group's Vanguard High Dividend Yield ETF position peaked at $865K in Q3 2025.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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