SIG
VYM icon

Stonegate Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stonegate Investment Group’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 		$294K Hold
2,087
– – 0.01% 320
2025
Q2 		$278K Hold
2,087
– – 0.01% 314
2025
Q1 		$269K Buy
2,087
+15
+0.7% +$1.96K 0.01% 290
2024
Q4 		$264K Buy
2,072
+6
+0.3% +$782 0.01% 288
2024
Q3 		$265K Buy
2,066
+201
+11% +$24.8K 0.01% 296
2024
Q2 		$221K Buy
+1,865
New +$221K 0.01% 322

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

Stonegate Investment Group's VYM Position: Q3 2025 in Review

Stonegate Investment Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2025 at 2,087 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #320.

Stonegate Investment Group first reported a position in VYM in Q2 2024 and has held it in 6 quarters since. 1,834 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Stonegate Investment Group held 2,087 shares of Vanguard High Dividend Yield ETF worth $294K as of Q3 2025.
  • Stonegate Investment Group left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2025.
  • Vanguard High Dividend Yield ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #320 holding.
  • Stonegate Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.