SWS Partners
VYM icon

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

SWS 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
2026
Q3 		$660K Sell
4,251
-29
-0.7% -$4.7K 0.14% 90
2026
Q2 		$676K Buy
4,280
+14
+0.3% +$2.19K 0.15% 91
2026
Q1 		$632K Buy
4,266
+12
+0.3% +$1.8K 0.16% 96
2025
Q4 		$611K Sell
4,254
-114
-3% -$16.2K 0.15% 101
2025
Q3 		$616K Sell
4,368
-10
-0.2% -$1.37K 0.15% 104
2025
Q2 		$584K Buy
4,378
+14
+0.3% +$1.77K 0.16% 103
2025
Q1 		$563K Sell
4,364
-296
-6% -$38.7K 0.18% 94
2024
Q4 		$595K Sell
4,660
-29,189
-86% -$3.81M 0.18% 103
2024
Q3 		$4.34M Sell
33,849
-167
-0.5% -$20.6K 1.38% 13
2024
Q2 		$4.03M Buy
34,016
+10,037
+42% +$1.19M 1.21% 19
2024
Q1 		$2.9M Sell
23,979
-1,147
-5% -$131K 0.87% 40
2023
Q4 		$2.8M Sell
25,126
-120
-0.5% -$12.6K 0.91% 39
2023
Q3 		$2.61M Sell
25,246
-202
-0.8% -$21.7K 0.96% 37
2023
Q2 		$2.7M Buy
25,448
+689
+3% +$72.3K 0.97% 36
2023
Q1 		$2.61M Sell
24,759
-604
-2% -$65K 0.97% 32
2022
Q4 		$2.74M Sell
25,363
-614
-2% -$65.3K 1.3% 24
2022
Q3 		$2.46M Buy
+25,977
New +$2.7M 1.14% 21
2021
Q1 		– Sell
-29,941
Closed -$2.74M – 118
2020
Q4 		$2.74M Sell
29,941
-2,710
-8% -$235K 1.22% 18
2020
Q3 		$2.64M Buy
+32,651
New +$2.67M 1.32% 15
2020
Q2 		– Sell
-32,733
Closed -$2.32M – 119
2020
Q1 		$2.32M Buy
+32,733
New +$2.81M 1.66% 12
2019
Q3 		$3.38M Buy
36,975
+2,835
+8% +$248K 2% 8
2019
Q2 		$3.02M Buy
+34,140
New +$2.95M 1.92% 10
2018
Q4 		$2.57M Sell
32,906
-990
-3% -$82.6K 1.94% 10
2018
Q3 		$2.95M Buy
33,896
+895
+3% +$77.4K 1.87% 10
2018
Q2 		$2.74M Buy
33,001
+2,972
+10% +$249K 1.93% 9
2018
Q1 		$2.42M Buy
30,029
+6,161
+26% +$530K 1.78% 9
2017
Q4 		$2.04M Buy
+23,868
New +$2M 1.54% 17

Other funds holding VYM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SWS Partners's VYM Position: Q3 2026 in Review

SWS Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.68% in Q3 2026, selling an estimated $4.7K and leaving 4,251 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #90.

SWS Partners first reported a position in VYM in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.34M in Q3 2024. 1,649 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • SWS Partners held 4,251 shares of Vanguard High Dividend Yield ETF worth $660K as of Q3 2026.
  • SWS Partners sold 29 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $4.7K.
  • Vanguard High Dividend Yield ETF made up 0.14% of SWS Partners's portfolio in Q3 2026, its #90 holding.
  • SWS Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 27 quarters since.
  • SWS Partners's Vanguard High Dividend Yield ETF position peaked at $4.34M in Q3 2024.
  • 1,649 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.