VYM VANGUARD HIGH DIVIDEND YIELD ETF

Ownership history in Constant Guidance Financial LLC  ·  8 quarters on record

AI Ownership Summary

Constant Guidance Financial LLC reported VANGUARD HIGH DIVIDEND YIELD ETF (VYM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.52% in 2023 Q4. The latest visible filing shows VYM at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Constant Guidance Financial LLC's position in VANGUARD HIGH DIVIDEND YIELD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VYM was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Constant Guidance Financial LLC held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,873 -2,196 -43.3% 0.32% $405K 2025-11-10 $139.28
2025 Q2 ADDED 5,069 +2,625 +107.4% 0.86% $860K 2025-08-14 $134.88
2025 Q1 REDUCED 2,444 -9,642 -79.8% 0.40% $315K 2025-05-13 $125.18
2024 Q4 ADDED 12,086 +81 +0.7% 1.33% $1.5M 2025-01-30 $128.87
2024 Q3 ADDED 12,005 +730 +6.5% 1.26% $1.5M 2024-11-14 $126.08
2024 Q2 UNCHANGED 11,275 0% 0.83% $797K 2024-08-09 $114.95
2024 Q1 REDUCED 11,275 -2,126 -15.9% 1.23% $1.3M 2024-05-01 $109.84
2023 Q4 INITIATED 13,401 1.52% $1.5M 2024-01-18 $103.94

FAQ About Constant Guidance Financial LLC and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Constant Guidance Financial LLC reported owning VYM?

Constant Guidance Financial LLC reported VYM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VYM position in Constant Guidance Financial LLC's portfolio?

The largest reported portfolio weight for VYM was 1.52% in 2023 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q3, when Constant Guidance Financial LLC reported 2,873 shares, equal to 0.32% of portfolio, with an estimated market value of $405K.

What does the chart on this VYM ownership page compare?

The chart compares Constant Guidance Financial LLC's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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