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

W Advisors LLC’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 		$2.29M Buy
14,765
+1,001
+7% +$162K 1% 25
2026
Q2 		$2.18M Buy
13,764
+182
+1% +$28.4K 0.99% 24
2026
Q1 		$2.01M Buy
13,582
+421
+3% +$63.3K 1.03% 26
2025
Q4 		$1.89M Buy
13,161
+481
+4% +$68.4K 0.95% 27
2025
Q3 		$1.79M Buy
12,680
+449
+4% +$61.7K 0.94% 25
2025
Q2 		$1.63M Buy
12,231
+1,695
+16% +$215K 0.94% 25
2025
Q1 		$1.36M Buy
10,536
+458
+5% +$60K 0.85% 29
2024
Q4 		$1.29M Buy
10,078
+984
+11% +$128K 0.8% 30
2024
Q3 		$1.17M Sell
9,094
-1,074
-11% -$133K 0.72% 33
2024
Q2 		$1.21M Buy
10,168
+524
+5% +$62.1K 0.79% 33
2024
Q1 		$1.17M Buy
9,644
+328
+4% +$37.6K 0.8% 33
2023
Q4 		$1.04M Buy
9,316
+555
+6% +$58.3K 0.77% 31
2023
Q3 		$905K Buy
8,761
+847
+11% +$90.9K 0.74% 34
2023
Q2 		$839K Hold
7,914
– – 0.66% 38
2023
Q1 		$835K Sell
7,914
-1,133
-13% -$122K 0.69% 37
2022
Q4 		$979K Buy
9,047
+311
+4% +$33.1K 0.82% 33
2022
Q3 		$829K Buy
8,736
+190
+2% +$19.8K 0.77% 36
2022
Q2 		$869K Buy
8,546
+4,756
+125% +$515K 0.75% 33
2022
Q1 		$425K Buy
+3,790
New +$423K 0.32% 69

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

W Advisors LLC's VYM Position: Q3 2026 in Review

W Advisors LLC increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.3% in Q3 2026, buying an estimated $162K and bringing the position to 14,765 shares worth $2.29M. The position accounts for 1% of the portfolio, ranked #25.

W Advisors LLC first reported a position in VYM in Q1 2022 and has held it in 19 quarters since. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • W Advisors LLC held 14,765 shares of Vanguard High Dividend Yield ETF worth $2.29M as of Q3 2026.
  • W Advisors LLC bought 1,001 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $162K.
  • Vanguard High Dividend Yield ETF made up 1% of W Advisors LLC's portfolio in Q3 2026, its #25 holding.
  • W Advisors LLC first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 19 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.