Three Bearings Fiduciary Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Three Bearings Fiduciary Advisors’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 Q2	$9.63M	Sell	60,937 -919	-1%	-$144K	8.63%	2
2026 Q1	$9.16M	Sell	61,856 -244	-0.4%	-$36.7K	8.86%	2
2025 Q4	$9.31M	Buy	+62,100	New	+$8.83M	8.71%	2

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VYM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q2 2026, selling an estimated $144K and leaving 60,937 shares worth $9.63M. The position accounts for 8.63% of the portfolio, ranked #2.

Three Bearings Fiduciary Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,434 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Three Bearings Fiduciary Advisors held 60,937 shares of Vanguard High Dividend Yield ETF worth $9.63M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 919 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $144K.
Vanguard High Dividend Yield ETF made up 8.63% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #2 holding.
Three Bearings Fiduciary Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.