Global Wealth Strategies & Associates VYM β€” VANGUARD HIGH DIVIDEND YIELD INDEX ETF

Ownership history in Global Wealth Strategies & Associates  Β·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows VYM at 0.04% 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 Global Wealth Strategies & Associates's position in VANGUARD HIGH DIVIDEND YIELD INDEX 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
2026 Q2

VYM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Global Wealth Strategies & Associates held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,306 +338 +34.9% 0.04% $206K 2026-07-01 $158.24
2026 Q1 ADDED β€” β€” β€” 968 +431 +80.3% 0.04% $143K 2026-04-03 $147.20
2025 Q1 INITIATED β€” β€” β€” 537 β€” β€” 0.02% $69K 2025-04-02 $125.45

🏒 Other funds also holding VYM

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.04% EASTERN BANK 3Y 7Y 0.02% Roxbury Financial LLC 0.0%

FAQ About Global Wealth Strategies & Associates and VYM

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

How long has Global Wealth Strategies & Associates reported owning VYM?

Global Wealth Strategies & Associates reported VYM across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VYM position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for VYM was 0.04% in 2026 Q2.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q2, when Global Wealth Strategies & Associates reported 1,306 shares, equal to 0.04% of portfolio, with an estimated market value of $206K.

What does the chart on this VYM ownership page compare?

The chart compares Global Wealth Strategies & Associates'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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