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Siligmueller & Norvid Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025
Q3 		$273K Sell
1,938
-3,035
-61% -$417K 0.12% 127
2025
Q2 		$667K Sell
4,973
-14,352
-74% -$1.82M 0.26% 58
2025
Q1 		$2.54M Buy
19,325
+15,585
+417% +$2.04M 1.08% 27
2024
Q4 		$477K Buy
+3,740
New +$488K 0.2% 75

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VYM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 61% in Q3 2025, selling an estimated $417K and leaving 1,938 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #127.

Siligmueller & Norvid Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 1,938 shares of Vanguard High Dividend Yield ETF worth $273K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors sold 3,035 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $417K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #127 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.54M in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.