Unison Advisors
VYM icon

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

Unison 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 		$16.5M Sell
106,050
-12,735
-11% -$2.06M 1.16% 12
2026
Q2 		$18.8M Buy
118,785
+27
+0% +$4.22K 1.31% 12
2026
Q1 		$17.6M Buy
118,758
+25
+0% +$3.76K 1.33% 12
2025
Q4 		$17M Buy
118,733
+28
+0% +$3.98K 1.49% 13
2025
Q3 		$16.7M Buy
118,705
+25
+0% +$3.44K 1.53% 12
2025
Q2 		$15.8M Buy
118,680
+8,293
+8% +$1.05M 1.77% 14
2025
Q1 		$14.2M Sell
110,387
-18,431
-14% -$2.41M 1.81% 12
2024
Q4 		$16.4M Buy
128,818
+32
+0% +$4.17K 1.96% 12
2024
Q3 		$16.5M Sell
128,786
-148
-0.1% -$18.3K 1.99% 12
2024
Q2 		$15.3M Buy
128,934
+38
+0% +$4.51K 1.92% 12
2024
Q1 		$15.6M Sell
128,896
-5,491
-4% -$629K 1.54% 12
2023
Q4 		$15M Buy
134,387
+43
+0% +$4.52K 1.59% 12
2023
Q3 		$13.9M Buy
134,344
+32
+0% +$3.43K 1.63% 12
2023
Q2 		$14.2M Buy
134,312
+35
+0% +$3.67K 1.58% 12
2023
Q1 		$14.2M Buy
134,277
+30
+0% +$3.23K 1.57% 12
2022
Q4 		$14.5M Buy
134,247
+727
+0.5% +$77.4K 1.89% 12
2022
Q3 		$12.7M Buy
+133,520
New +$13.9M 2.35% 9

Other funds holding VYM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Unison Advisors's VYM Position: Q3 2026 in Review

Unison Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q3 2026, selling an estimated $2.06M and leaving 106,050 shares worth $16.5M. The position accounts for 1.16% of the portfolio, ranked #12.

Unison Advisors first reported a position in VYM in Q3 2022 and has held it in 17 quarters since. The position peaked at $18.8M in Q2 2026. 1,692 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Unison Advisors held 106,050 shares of Vanguard High Dividend Yield ETF worth $16.5M as of Q3 2026.
  • Unison Advisors sold 12,735 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $2.06M.
  • Vanguard High Dividend Yield ETF made up 1.16% of Unison Advisors's portfolio in Q3 2026, its #12 holding.
  • Unison Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 17 quarters since.
  • Unison Advisors's Vanguard High Dividend Yield ETF position peaked at $18.8M in Q2 2026.
  • 1,692 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.