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SPC Financial Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SPC Financial Inc’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 		$221K Hold
1,570
– – 0.02% 256
2025
Q2 		$209K Hold
1,570
– – 0.02% 246
2025
Q1 		$202K Hold
1,570
– – 0.02% 251
2024
Q4 		$200K Buy
+1,570
New +$205K 0.02% 250

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

SPC Financial Inc's VYM Position: Q3 2025 in Review

SPC Financial Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2025 at 1,570 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #256.

SPC Financial Inc first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • SPC Financial Inc held 1,570 shares of Vanguard High Dividend Yield ETF worth $221K as of Q3 2025.
  • SPC Financial Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2025.
  • Vanguard High Dividend Yield ETF made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #256 holding.
  • SPC Financial Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.