WPG Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WPG Advisers’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	$230K	Sell	1,479 -30	-2%	-$4.86K	0.12%	91
2026 Q2	$238K	Buy	1,509 +106	+8%	+$16.6K	0.14%	89
2026 Q1	$208K	Sell	1,403 -19	-1%	-$2.86K	0.15%	76
2025 Q4	$204K	Buy	1,422 +29	+2%	+$4.12K	0.15%	88
2025 Q3	$196K	Sell	1,393 -88	-6%	-$12.1K	0.15%	91
2025 Q2	$197K	Sell	1,481 -288	-16%	-$36.5K	0.17%	84
2025 Q1	$228K	Sell	1,769 -32	-2%	-$4.19K	0.21%	73
2024 Q4	$230K	Buy	+1,801	New	+$235K	0.21%	83

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

WPG Advisers's VYM Position: Q3 2026 in Review

WPG Advisers reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q3 2026, selling an estimated $4.86K and leaving 1,479 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #91.

WPG Advisers first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $238K in Q2 2026. 861 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

WPG Advisers held 1,479 shares of Vanguard High Dividend Yield ETF worth $230K as of Q3 2026.
WPG Advisers sold 30 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $4.86K.
Vanguard High Dividend Yield ETF made up 0.12% of WPG Advisers's portfolio in Q3 2026, its #91 holding.
WPG Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's Vanguard High Dividend Yield ETF position peaked at $238K in Q2 2026.
861 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.