Weaver Consulting Group
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Weaver Consulting Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Weaver Consulting Group’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 		$2.48M Buy
15,994
+2
+0% +$324 0.48% 53
2026
Q2 		$2.53M Sell
15,992
-30
-0.2% -$4.69K 0.52% 49
2026
Q1 		$2.37M Sell
16,022
-1,190
-7% -$179K 0.57% 48
2025
Q4 		$2.47M Buy
17,212
+214
+1% +$30.4K 0.6% 44
2025
Q3 		$2.4M Sell
16,998
-73
-0.4% -$10K 0.61% 41
2025
Q2 		$2.28M Buy
17,071
+121
+0.7% +$15.3K 0.63% 40
2025
Q1 		$2.19M Sell
16,950
-397
-2% -$52K 0.66% 41
2024
Q4 		$2.21M Buy
17,347
+1,207
+7% +$157K 0.68% 38
2024
Q3 		$2.07M Buy
16,140
+3
+0% +$370 0.66% 41
2024
Q2 		$1.91M Buy
16,137
+11
+0.1% +$1.3K 0.67% 38
2024
Q1 		$1.95M Buy
16,126
+2
+0% +$229 0.72% 36
2023
Q4 		$1.8M Sell
16,124
-25
-0.2% -$2.63K 0.73% 37
2023
Q3 		$1.67M Buy
16,149
+68
+0.4% +$7.3K 0.75% 35
2023
Q2 		$1.71M Buy
16,081
+163
+1% +$17.1K 0.75% 36
2023
Q1 		$1.68M Sell
15,918
-295
-2% -$31.7K 0.77% 32
2022
Q4 		$1.75M Buy
16,213
+199
+1% +$21.2K 0.9% 26
2022
Q3 		$1.52M Buy
16,014
+322
+2% +$33.5K 0.87% 30
2022
Q2 		$1.6M Sell
15,692
-133
-0.8% -$14.4K 0.89% 30
2022
Q1 		$1.78M Buy
15,825
+2
+0% +$223 0.86% 31
2021
Q4 		$1.77M Buy
15,823
+1
+0% +$109 0.85% 30
2021
Q3 		$1.64M Buy
15,822
+2
+0% +$211 0.89% 31
2021
Q2 		$1.66M Buy
15,820
+2
+0% +$210 0.93% 29
2021
Q1 		$1.6M Sell
15,818
-239
-1% -$23.1K 0.98% 27
2020
Q4 		$1.47M Buy
16,057
+758
+5% +$65.8K 0.92% 28
2020
Q3 		$1.24M Sell
15,299
-883
-5% -$72.3K 0.71% 30
2020
Q2 		$1.28M Sell
16,182
-262
-2% -$20.4K 0.74% 28
2020
Q1 		$1.16M Sell
16,444
-5,466
-25% -$470K 0.76% 26
2019
Q4 		$1.94M Buy
21,910
+2
+0% +$181 1.04% 24
2019
Q3 		$1.95M Sell
21,908
-425
-2% -$37.2K 1.03% 22
2019
Q2 		$1.95M Sell
22,333
-420
-2% -$36.3K 1.06% 21
2019
Q1 		$1.97M Buy
+22,753
New +$1.9M 0.56% 30

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Weaver Consulting Group's VYM Position: Q3 2026 in Review

Weaver Consulting Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.01% in Q3 2026, buying an estimated $324 and bringing the position to 15,994 shares worth $2.48M. The position accounts for 0.48% of the portfolio, ranked #53.

Weaver Consulting Group first reported a position in VYM in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.53M in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Weaver Consulting Group held 15,994 shares of Vanguard High Dividend Yield ETF worth $2.48M as of Q3 2026.
  • Weaver Consulting Group bought 2 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $324.
  • Vanguard High Dividend Yield ETF made up 0.48% of Weaver Consulting Group's portfolio in Q3 2026, its #53 holding.
  • Weaver Consulting Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's Vanguard High Dividend Yield ETF position peaked at $2.53M in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.