TA
VYM icon

TrueWealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TrueWealth 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
Q3 		$685K Hold
4,412
– – 0.15% 124
2026
Q2 		$697K Hold
4,412
– – 0.16% 119
2026
Q1 		$653K Hold
4,412
– – 0.16% 114
2025
Q4 		$633K Hold
4,412
– – 0.16% 114
2025
Q3 		$622K Hold
4,412
– – 0.17% 117
2025
Q2 		$588K Buy
4,412
+533
+14% +$67.5K 0.17% 106
2025
Q1 		$500K Hold
3,879
– – 0.16% 109
2024
Q4 		$495K Hold
3,879
– – 0.17% 113
2024
Q3 		$497K Sell
3,879
-77
-2% -$9.5K 0.17% 109
2024
Q2 		$469K Sell
3,956
-65
-2% -$7.71K 0.17% 101
2024
Q1 		$486K Sell
4,021
-42
-1% -$4.81K 0.19% 96
2023
Q4 		$454K Sell
4,063
-2
-0% -$210 0.18% 94
2023
Q3 		$420K Sell
4,065
-37
-0.9% -$3.97K 0.18% 96
2023
Q2 		$435K Buy
4,102
+23
+0.6% +$2.41K 0.18% 93
2023
Q1 		$430K Sell
4,079
-27
-0.7% -$2.9K 0.18% 92
2022
Q4 		$444K Sell
4,106
-5
-0.1% -$532 0.19% 91
2022
Q3 		$390K Buy
4,111
+899
+28% +$93.5K 0.18% 92
2022
Q2 		$327K Buy
3,212
+902
+39% +$97.7K 0.15% 112
2022
Q1 		$259K Hold
2,310
– – 0.12% 146
2021
Q4 		$259K Sell
2,310
-3
-0.1% -$326 0.12% 146
2021
Q3 		$239K Sell
2,313
-6
-0.3% -$634 0.13% 122
2021
Q2 		$243K Buy
2,319
+355
+18% +$37.3K 0.14% 113
2021
Q1 		$201K Buy
+1,964
New +$189K 0.13% 122

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

TrueWealth Advisors's VYM Position: Q3 2026 in Review

TrueWealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 4,412 shares worth $685K. The position accounts for 0.15% of the portfolio, ranked #124.

TrueWealth Advisors first reported a position in VYM in Q1 2021 and has held it in 23 quarters since. The position peaked at $697K in Q2 2026. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • TrueWealth Advisors held 4,412 shares of Vanguard High Dividend Yield ETF worth $685K as of Q3 2026.
  • TrueWealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.15% of TrueWealth Advisors's portfolio in Q3 2026, its #124 holding.
  • TrueWealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard High Dividend Yield ETF position peaked at $697K in Q2 2026.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.