Stablepoint Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stablepoint Partners’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	–	Sell	-3,498	Closed	-$466K	–	254
2025 Q2	$466K	Sell	3,498 -221	-6%	-$28K	0.08%	185
2025 Q1	$480K	Sell	3,719 -83	-2%	-$10.9K	0.09%	178
2024 Q4	$485K	Sell	3,802 -13	-0.3%	-$1.7K	0.09%	178
2024 Q3	$489K	Sell	3,815 -56	-1%	-$6.91K	0.09%	177
2024 Q2	$477K	Buy	3,871 +241	+7%	+$28.6K	0.09%	176
2024 Q1	$439K	Buy	3,630 +420	+13%	+$48.1K	0.09%	183
2023 Q4	$358K	Buy	+3,210	New	+$337K	0.09%	186

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stablepoint Partners's VYM Position: Q3 2025 in Review

Stablepoint Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 3,498 shares — an estimated $466K sold.

Stablepoint Partners first reported a position in VYM in Q4 2023 and held it in 7 quarters. The position peaked at $489K in Q3 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Stablepoint Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
Stablepoint Partners sold 3,498 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $466K.
Stablepoint Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 7 quarters.
Stablepoint Partners's Vanguard High Dividend Yield ETF position peaked at $489K in Q3 2024.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Stablepoint Partners's 13F filing for Q3 2025, filed 3 Nov 2025.