WBH Advisory
VYM icon

WBH Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WBH Advisory’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 		$226K Hold
1,458
– – 0.02% 351
2026
Q2 		$230K Hold
1,458
– – 0.02% 347
2026
Q1 		$216K Hold
1,458
– – 0.02% 344
2025
Q4 		$209K Hold
1,458
– – 0.02% 335
2025
Q3 		$205K Buy
+1,458
New +$200K 0.02% 338

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

WBH Advisory's VYM Position: Q3 2026 in Review

WBH Advisory held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,458 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #351.

WBH Advisory first reported a position in VYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2026. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • WBH Advisory held 1,458 shares of Vanguard High Dividend Yield ETF worth $226K as of Q3 2026.
  • WBH Advisory left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of WBH Advisory's portfolio in Q3 2026, its #351 holding.
  • WBH Advisory first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • WBH Advisory's Vanguard High Dividend Yield ETF position peaked at $230K in Q2 2026.
  • 1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.