StackStone Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

StackStone Wealth’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	$3.36M	Buy	+21,680	New	+$3.52M	0.33%	73

Other funds holding VYM

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

StackStone Wealth's VYM Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 21,680 shares worth $3.36M. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

971 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

StackStone Wealth held 21,680 shares of Vanguard High Dividend Yield ETF worth $3.36M as of Q3 2026.
Vanguard High Dividend Yield ETF was a new StackStone Wealth position in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.33% of StackStone Wealth's portfolio in Q3 2026, its #73 holding.
971 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.