True Wealth Design’s Vanguard High Dividend Yield ETF VYM Stock Holding History

True Wealth Design’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	$594K	Buy	+3,829	New	+$621K	0.14%	32

Other funds holding VYM

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

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

True Wealth Design's VYM Position: Q3 2026 in Review

True Wealth Design opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2026: 3,829 shares worth $594K. The stake represents 0.14% of the portfolio and ranks #32 among its holdings.

549 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

True Wealth Design held 3,829 shares of Vanguard High Dividend Yield ETF worth $594K as of Q3 2026.
Vanguard High Dividend Yield ETF was a new True Wealth Design position in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.14% of True Wealth Design's portfolio in Q3 2026, its #32 holding.
549 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.