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BOLTON SECURITIES CORPORATION’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$438K Buy
2,822
+32
+1% +$5.19K 0.02% 639
2026
Q2 		$441K Hold
2,790
– – 0.02% 645
2026
Q1 		$413K Buy
+2,790
New +$419K 0.02% 595
2025
Q3 		$255K Buy
+1,810
New +$249K 0.01% 679
2025
Q1 		$198K Buy
+1,532
New +$201K 0.01% 698

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VYM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q3 2026, buying an estimated $5.19K and bringing the position to 2,822 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #639.

BOLTON SECURITIES CORPORATION first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $441K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,822 shares of Vanguard High Dividend Yield ETF worth $438K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 32 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $5.19K.
  • Vanguard High Dividend Yield ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #639 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard High Dividend Yield ETF position peaked at $441K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.