Weitzel Financial Services
VYM icon

Weitzel Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Weitzel Financial Services’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 		$509K Sell
3,259
-42
-1% -$6.81K 0.17% 31
2026
Q2 		$524K Sell
3,301
-4
-0.1% -$625 0.18% 31
2026
Q1 		$491K Hold
3,305
– – 0.19% 31
2025
Q4 		$478K Hold
3,305
– – 0.19% 31
2025
Q3 		$461K Sell
3,305
-4
-0.1% -$550 0.19% 31
2025
Q2 		$447K Sell
3,309
-27
-0.8% -$3.42K 0.19% 30
2025
Q1 		$414K Hold
3,336
– – 0.2% 28
2024
Q4 		$429K Sell
3,336
-38
-1% -$4.96K 0.2% 30
2024
Q3 		$431K Buy
3,374
+84
+3% +$10.4K 0.2% 28
2024
Q2 		$389K Sell
3,290
-27
-0.8% -$3.2K 0.19% 27
2024
Q1 		$399K Sell
3,317
-65
-2% -$7.45K 0.2% 26
2023
Q4 		$381K Sell
3,382
-4
-0.1% -$420 0.2% 26
2023
Q3 		$342K Hold
3,386
– – 0.2% 28
2023
Q2 		$359K Buy
3,386
+3
+0.1% +$315 0.2% 27
2023
Q1 		$360K Buy
3,383
+396
+13% +$42.6K 0.22% 26
2022
Q4 		$323K Buy
2,987
+340
+13% +$36.2K 0.21% 26
2022
Q3 		$251K Buy
2,647
+74
+3% +$7.7K 0.18% 30
2022
Q2 		$262K Hold
2,573
– – 0.18% 29
2022
Q1 		$289K Hold
2,573
– – 0.18% 24
2021
Q4 		$288K Hold
2,573
– – 0.17% 24
2021
Q3 		$269K Hold
2,573
– – 0.17% 25
2021
Q2 		$270K Hold
2,573
– – 0.18% 24
2021
Q1 		$269K Hold
2,573
– – 0.19% 23
2020
Q4 		$246K Buy
+2,573
New +$224K 0.18% 24

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

Weitzel Financial Services's VYM Position: Q3 2026 in Review

Weitzel Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q3 2026, selling an estimated $6.81K and leaving 3,259 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #31.

Weitzel Financial Services first reported a position in VYM in Q4 2020 and has held it in 24 quarters since. The position peaked at $524K in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Weitzel Financial Services held 3,259 shares of Vanguard High Dividend Yield ETF worth $509K as of Q3 2026.
  • Weitzel Financial Services sold 42 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $6.81K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Weitzel Financial Services's portfolio in Q3 2026, its #31 holding.
  • Weitzel Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 24 quarters since.
  • Weitzel Financial Services's Vanguard High Dividend Yield ETF position peaked at $524K in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.