Sweeney & Michel
VYM icon

Sweeney & Michel’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sweeney & Michel’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 		$5.4M Sell
34,764
-2,715
-7% -$440K 1.44% 17
2026
Q2 		$6.21M Buy
37,479
+149
+0.4% +$23.3K 1.63% 15
2026
Q1 		$5.72M Buy
37,330
+119
+0.3% +$17.9K 1.68% 15
2025
Q4 		$5.82M Buy
37,211
+118
+0.3% +$16.8K 1.72% 16
2025
Q3 		$5.1M Buy
37,093
+120
+0.3% +$16.5K 1.71% 17
2025
Q2 		$4.99M Buy
36,973
+132
+0.4% +$16.7K 1.77% 18
2025
Q1 		$4.23M Buy
+36,841
New +$4.82M 1.85% 16
2024
Q3 		$4.68M Sell
35,598
-479
-1% -$59.1K 1.84% 16
2024
Q2 		$4.29M Buy
36,077
+3
+0% +$356 1.83% 17
2024
Q1 		$4.34M Buy
+36,074
New +$4.13M 1.92% 16
2023
Q3 		$3.58M Buy
34,930
+528
+2% +$56.7K 1.88% 17
2023
Q2 		$3.75M Buy
34,402
+295
+0.9% +$30.9K 1.93% 13
2023
Q1 		$3.55M Buy
+34,107
New +$3.67M 1.89% 14

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Sweeney & Michel's VYM Position: Q3 2026 in Review

Sweeney & Michel reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.2% in Q3 2026, selling an estimated $440K and leaving 34,764 shares worth $5.4M. The position accounts for 1.44% of the portfolio, ranked #17.

Sweeney & Michel first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.21M in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Sweeney & Michel held 34,764 shares of Vanguard High Dividend Yield ETF worth $5.4M as of Q3 2026.
  • Sweeney & Michel sold 2,715 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $440K.
  • Vanguard High Dividend Yield ETF made up 1.44% of Sweeney & Michel's portfolio in Q3 2026, its #17 holding.
  • Sweeney & Michel first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • Sweeney & Michel's Vanguard High Dividend Yield ETF position peaked at $6.21M in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.