Waterfront Wealth
VYM icon

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

Waterfront Wealth’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 		$613K Buy
3,806
+517
+16% +$83.8K 0.1% 203
2026
Q2 		$530K Sell
3,289
-6
-0.2% -$938 0.08% 211
2026
Q1 		$488K Sell
3,295
-547
-14% -$82.2K 0.09% 206
2025
Q4 		$571K Buy
3,842
+316
+9% +$44.9K 0.11% 188
2025
Q3 		$496K Sell
3,526
-67
-2% -$9.21K 0.1% 189
2025
Q2 		$479K Hold
3,593
– – 0.11% 190
2025
Q1 		$463K Buy
3,593
+26
+0.7% +$3.4K 0.11% 183
2024
Q4 		$455K Buy
3,567
+100
+3% +$13K 0.11% 187
2024
Q3 		$447K Buy
3,467
+1,195
+53% +$148K 0.11% 190
2024
Q2 		$269K Sell
2,272
-115
-5% -$13.6K 0.07% 213
2024
Q1 		$280K Sell
2,387
-20
-0.8% -$2.29K 0.08% 212
2023
Q4 		$269K Buy
2,407
+40
+2% +$4.2K 0.08% 213
2023
Q3 		$238K Buy
2,367
+12
+0.5% +$1.29K 0.08% 216
2023
Q2 		$259K Sell
2,355
-328
-12% -$34.4K 0.08% 215
2023
Q1 		$283K Buy
2,683
+34
+1% +$3.66K 0.09% 204
2022
Q4 		$292K Sell
2,649
-67
-2% -$7.13K 0.1% 203
2022
Q3 		$287K Sell
2,716
-590
-18% -$61.4K 0.11% 194
2022
Q2 		$336K Buy
3,306
+117
+4% +$12.7K 0.14% 176
2022
Q1 		$361K Buy
3,189
+60
+2% +$6.69K 0.13% 160
2021
Q4 		$351K Buy
3,129
+40
+1% +$4.35K 0.14% 147
2021
Q3 		$319K Buy
3,089
+252
+9% +$26.6K 0.15% 133
2021
Q2 		$297K Buy
2,837
+54
+2% +$5.67K 0.14% 137
2021
Q1 		$283K Sell
2,783
-75
-3% -$7.24K 0.14% 137
2020
Q4 		$262K Buy
+2,858
New +$248K 0.19% 114

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

Waterfront Wealth's VYM Position: Q3 2026 in Review

Waterfront Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q3 2026, buying an estimated $83.8K and bringing the position to 3,806 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #203.

Waterfront Wealth first reported a position in VYM in Q4 2020 and has held it in 24 quarters since. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Waterfront Wealth held 3,806 shares of Vanguard High Dividend Yield ETF worth $613K as of Q3 2026.
  • Waterfront Wealth bought 517 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $83.8K.
  • Vanguard High Dividend Yield ETF made up 0.1% of Waterfront Wealth's portfolio in Q3 2026, its #203 holding.
  • Waterfront Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.