Third View Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Third View Private 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	$385K	Sell	2,480 -1	-0%	-$162	0.05%	203
2026 Q2	$392K	Sell	2,481 -136	-5%	-$21.3K	0.05%	216
2026 Q1	$388K	Sell	2,617 -41	-2%	-$6.16K	0.05%	196
2025 Q4	$381K	Buy	+2,658	New	+$378K	0.05%	199

Other funds holding VYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Third View Private Wealth's VYM Position: Q3 2026 in Review

Third View Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q3 2026, selling an estimated $162 and leaving 2,480 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #203.

Third View Private Wealth first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2026. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Third View Private Wealth held 2,480 shares of Vanguard High Dividend Yield ETF worth $385K as of Q3 2026.
Third View Private Wealth sold 1 Vanguard High Dividend Yield ETF share in Q3 2026, an estimated $162.
Vanguard High Dividend Yield ETF made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #203 holding.
Third View Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's Vanguard High Dividend Yield ETF position peaked at $392K in Q2 2026.
1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.