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Sunburst Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sunburst Financial 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
2026
Q3 		$3.91M Sell
25,161
-300
-1% -$48.6K 0.62% 26
2026
Q2 		$4.02M Sell
25,461
-253
-1% -$39.5K 0.65% 25
2026
Q1 		$3.81M Sell
25,714
-2,101
-8% -$316K 0.7% 24
2025
Q4 		$3.99M Sell
27,815
-1,253
-4% -$178K 0.81% 22
2025
Q3 		$4.1M Sell
29,068
-3,905
-12% -$537K 0.86% 22
2025
Q2 		$4.4M Sell
32,973
-95
-0.3% -$12K 0.98% 19
2025
Q1 		$4.26M Sell
33,068
-1,101
-3% -$144K 1.05% 18
2024
Q4 		$4.36M Sell
34,169
-24,635
-42% -$3.21M 1.08% 19
2024
Q3 		$7.54M Sell
58,804
-8,468
-13% -$1.05M 1.91% 13
2024
Q2 		$7.98M Sell
67,272
-12,879
-16% -$1.53M 2.16% 12
2024
Q1 		$9.66M Sell
80,151
-14,337
-15% -$1.64M 2.73% 10
2023
Q4 		$10.5M Sell
94,488
-5,999
-6% -$630K 3.27% 7
2023
Q3 		$10.4M Sell
100,487
-5,031
-5% -$540K 3.66% 8
2023
Q2 		$11.2M Buy
105,518
+2,549
+2% +$267K 3.91% 8
2023
Q1 		$10.9M Sell
102,969
-1,023
-1% -$110K 4.01% 8
2022
Q4 		$11.3M Buy
103,992
+10,818
+12% +$1.15M 4.48% 7
2022
Q3 		$8.84M Buy
93,174
+1,005
+1% +$105K 4.28% 7
2022
Q2 		$9.37M Sell
92,169
-366
-0.4% -$39.7K 4.5% 7
2022
Q1 		$10.4M Sell
92,535
-1,244
-1% -$139K 5.13% 5
2021
Q4 		$10.5M Sell
93,779
-661
-0.7% -$71.9K 5.34% 5
2021
Q3 		$9.76M Sell
94,440
-1,579
-2% -$167K 6.05% 6
2021
Q2 		$10.1M Sell
96,019
-2,716
-3% -$285K 6.41% 5
2021
Q1 		$9.98M Sell
98,735
-1,687
-2% -$163K 6.95% 5
2020
Q4 		$9.19M Sell
100,422
-5,946
-6% -$517K 6.92% 5
2020
Q3 		$8.61M Sell
106,368
-1,688
-2% -$138K 7.28% 5
2020
Q2 		$8.51M Sell
108,056
-7,766
-7% -$604K 7.71% 5
2020
Q1 		$8.19M Buy
115,822
+179
+0.2% +$15.4K 8.66% 4
2019
Q4 		$10.8M Buy
+115,643
New +$10.5M 9.46% 4

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sunburst Financial Group's VYM Position: Q3 2026 in Review

Sunburst Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q3 2026, selling an estimated $48.6K and leaving 25,161 shares worth $3.91M. The position accounts for 0.62% of the portfolio, ranked #26.

Sunburst Financial Group first reported a position in VYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.3M in Q4 2022. 333 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Sunburst Financial Group held 25,161 shares of Vanguard High Dividend Yield ETF worth $3.91M as of Q3 2026.
  • Sunburst Financial Group sold 300 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $48.6K.
  • Vanguard High Dividend Yield ETF made up 0.62% of Sunburst Financial Group's portfolio in Q3 2026, its #26 holding.
  • Sunburst Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Vanguard High Dividend Yield ETF position peaked at $11.3M in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.