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

Todd 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 		$759K Sell
4,893
-181
-4% -$29.3K 0.58% 42
2026
Q2 		$802K Sell
5,074
-121
-2% -$18.9K 0.61% 40
2026
Q1 		$769K Sell
5,195
-355
-6% -$53.4K 0.7% 38
2025
Q4 		$797K Buy
+5,550
New +$789K 0.72% 40

Other funds holding VYM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

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

Todd Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q3 2026, selling an estimated $29.3K and leaving 4,893 shares worth $759K. The position accounts for 0.58% of the portfolio, ranked #42.

Todd Wealth Management first reported a position in VYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $802K in Q2 2026. 971 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Todd Wealth Management held 4,893 shares of Vanguard High Dividend Yield ETF worth $759K as of Q3 2026.
  • Todd Wealth Management sold 181 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $29.3K.
  • Vanguard High Dividend Yield ETF made up 0.58% of Todd Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Todd Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Vanguard High Dividend Yield ETF position peaked at $802K in Q2 2026.
  • 971 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.