James T. Borello RIA
VYM icon

James T. Borello RIA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

James T. Borello RIA’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 		$90.6K Buy
584
+514
+734% +$83.3K 0.02% 185
2026
Q2 		$11.1K Buy
+70
New +$10.9K ﹤0.01% 567

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

James T. Borello RIA's VYM Position: Q3 2026 in Review

James T. Borello RIA increased its Vanguard High Dividend Yield ETF (VYM) stake by 734% in Q3 2026, buying an estimated $83.3K and bringing the position to 584 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #185.

James T. Borello RIA first reported a position in VYM in Q2 2026 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • James T. Borello RIA held 584 shares of Vanguard High Dividend Yield ETF worth $90.6K as of Q3 2026.
  • James T. Borello RIA bought 514 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $83.3K.
  • Vanguard High Dividend Yield ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #185 holding.
  • James T. Borello RIA first reported a position in Vanguard High Dividend Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.