Values Added Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Values Added Financial’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	$1.39M	Sell	8,977 -233	-3%	-$37.8K	0.49%	44
2026 Q2	$1.46M	Buy	9,210 +213	+2%	+$33.3K	0.53%	42
2026 Q1	$1.33M	Buy	8,997 +304	+3%	+$45.7K	0.56%	41
2025 Q4	$1.25M	Hold	8,693	–	–	0.53%	42
2025 Q3	$1.23M	Hold	8,693	–	–	0.54%	40
2025 Q2	$1.16M	Hold	8,693	–	–	0.56%	38
2025 Q1	$1.12M	Buy	8,693 +505	+6%	+$66.1K	0.62%	36
2024 Q4	$1.04M	Buy	8,188 +3,975	+94%	+$518K	0.6%	36
2024 Q3	$540K	Buy	+4,213	New	+$520K	0.34%	54

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Values Added Financial's VYM Position: Q3 2026 in Review

Values Added Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q3 2026, selling an estimated $37.8K and leaving 8,977 shares worth $1.39M. The position accounts for 0.49% of the portfolio, ranked #44.

Values Added Financial first reported a position in VYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2026. 975 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Values Added Financial held 8,977 shares of Vanguard High Dividend Yield ETF worth $1.39M as of Q3 2026.
Values Added Financial sold 233 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $37.8K.
Vanguard High Dividend Yield ETF made up 0.49% of Values Added Financial's portfolio in Q3 2026, its #44 holding.
Values Added Financial first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 9 quarters since.
Values Added Financial's Vanguard High Dividend Yield ETF position peaked at $1.46M in Q2 2026.
975 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.