Orgel Wealth Management 13F: Exits VYM Stake

What Changed in Orgel Wealth Management's Vanguard High Dividend Yield Index Fund ETF Shares Position

Orgel Wealth Management completely exited its investment in Vanguard High Dividend Yield Index Fund ETF Shares VYM, selling off all 1,499 shares it held prior to the period. The total liquidation was revealed in a Form 13F filing with the SEC on October 14, 2026. Because 13F filings look backward at a prior quarter, this report shows the fund's holdings at that time and may not reflect its current portfolio.

Vanguard High Dividend Yield Index Fund ETF Shares Stock Down 0.1%

The fund recently traded around $159.87 as of October 16, 2026. That puts the price about 1.1% below its 50-day moving average of $161.68 and roughly 2.3% above its 200-day moving average of $156.33. Over the past year, the shares have traded between a low of $138.35 and a high of $167.61, recently sitting about 4.6% below that 52-week peak.

Dividend

Vanguard High Dividend Yield Index Fund ETF Shares carries a dividend yield of 2.37% based on recent figures. The fund focuses on payouts higher than the market average by tracking a specific high-yield index.

About Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard High Dividend Yield Index Fund ETF Shares tracks a target index of common stocks with higher-than-average dividend payouts, excluding real estate investment trusts. It normally keeps at least 80% of its assets invested in those index stocks.

Bottom Line

Institutional filings like this one offer a window into past portfolio shifts by major wealth managers. Investors tracking Orgel Wealth Management should keep an eye on upcoming SEC disclosures to see if the firm returns to the fund in future quarters. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.