Sheets Smith Wealth Management
VYM icon

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

Sheets Smith 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 		$216K Buy
1,389
+1
+0.1% +$162 0.02% 376
2026
Q2 		$219K Buy
1,388
+2
+0.1% +$313 0.02% 387
2026
Q1 		$205K Buy
+1,386
New +$208K 0.02% 382
2024
Q3 		– Sell
-2,810
Closed -$333K – 398
2024
Q2 		$333K Buy
2,810
+1
+0% +$119 0.04% 302
2024
Q1 		$340K Buy
+2,809
New +$322K 0.04% 306

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Sheets Smith Wealth Management's VYM Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q3 2026, buying an estimated $162 and bringing the position to 1,389 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #376.

Sheets Smith Wealth Management first reported a position in VYM in Q1 2024 and has held it in 5 quarters since. The position peaked at $340K in Q1 2024. 756 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Sheets Smith Wealth Management held 1,389 shares of Vanguard High Dividend Yield ETF worth $216K as of Q3 2026.
  • Sheets Smith Wealth Management bought 1 Vanguard High Dividend Yield ETF share in Q3 2026, an estimated $162.
  • Vanguard High Dividend Yield ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Sheets Smith Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 5 quarters since.
  • Sheets Smith Wealth Management's Vanguard High Dividend Yield ETF position peaked at $340K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.