Thrive Wealth Management
VYM icon

Thrive Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Thrive Wealth Management’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 		$1.21M Buy
7,799
+1
+0% +$162 0.15% 73
2026
Q2 		$1.23M Sell
7,798
-36
-0.5% -$5.63K 0.16% 70
2026
Q1 		$1.16M Sell
7,834
-170
-2% -$25.6K 0.17% 62
2025
Q4 		$1.15M Buy
8,004
+1
+0% +$142 0.17% 67
2025
Q3 		$1.13M Buy
8,003
+1
+0% +$137 0.17% 64
2025
Q2 		$1.07M Buy
8,002
+47
+0.6% +$5.95K 0.17% 67
2025
Q1 		$1.03M Buy
7,955
+125
+2% +$16.4K 0.2% 64
2024
Q4 		$999K Sell
7,830
-27
-0.3% -$3.52K 0.18% 65
2024
Q3 		$1.01M Sell
7,857
-913
-10% -$113K 0.18% 69
2024
Q2 		$1.04M Buy
8,770
+24
+0.3% +$2.85K 0.2% 57
2024
Q1 		$1.06M Buy
8,746
+2,538
+41% +$291K 0.22% 59
2023
Q4 		$693K Buy
6,208
+2
+0% +$210 0.15% 83
2023
Q3 		$641K Buy
6,206
+1,654
+36% +$177K 0.17% 82
2023
Q2 		$483K Buy
4,552
+2,567
+129% +$269K 0.13% 100
2023
Q1 		$209K Buy
1,985
+54
+3% +$5.81K 0.05% 165
2022
Q4 		$209K Buy
+1,931
New +$205K 0.06% 151
2022
Q2 		– Sell
-10,763
Closed -$1.21M – 167
2022
Q1 		$1.21M Buy
+10,763
New +$1.2M 0.36% 36

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
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management's VYM Position: Q3 2026 in Review

Thrive Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.01% in Q3 2026, buying an estimated $162 and bringing the position to 7,799 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #73.

Thrive Wealth Management first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.23M in Q2 2026. 616 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Thrive Wealth Management held 7,799 shares of Vanguard High Dividend Yield ETF worth $1.21M as of Q3 2026.
  • Thrive Wealth Management bought 1 Vanguard High Dividend Yield ETF share in Q3 2026, an estimated $162.
  • Vanguard High Dividend Yield ETF made up 0.15% of Thrive Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Thrive Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • Thrive Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.23M in Q2 2026.
  • 616 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.