Ackerman Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ackerman Capital Advisors’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 Q1	$798K	Sell	5,389 -1,500	-22%	-$226K	0.16%	55
2025 Q4	$989K	Sell	6,889 -150	-2%	-$21.3K	0.2%	53
2025 Q3	$992K	Hold	7,039	–	–	0.21%	53
2025 Q2	$938K	Hold	7,039	–	–	0.22%	55
2025 Q1	$908K	Hold	7,039	–	–	0.24%	53
2024 Q4	$898K	Hold	7,039	–	–	0.24%	50
2024 Q3	$902K	Hold	7,039	–	–	0.23%	48
2024 Q2	$835K	Hold	7,039	–	–	0.22%	51
2024 Q1	$852K	Hold	7,039	–	–	0.24%	56
2023 Q4	$786K	Hold	7,039	–	–	0.22%	60
2023 Q3	$727K	Hold	7,039	–	–	0.2%	53
2023 Q2	$747K	Hold	7,039	–	–	0.19%	55
2023 Q1	$743K	Hold	7,039	–	–	0.19%	57
2022 Q4	$762K	Hold	7,039	–	–	0.2%	54
2022 Q3	$668K	Hold	7,039	–	–	0.19%	54
2022 Q2	$716K	Hold	7,039	–	–	0.19%	56
2022 Q1	$790K	Hold	7,039	–	–	0.19%	58
2021 Q4	$789K	Hold	7,039	–	–	0.18%	58
2021 Q3	$727K	Hold	7,039	–	–	0.17%	51
2021 Q2	$737K	Sell	7,039 -2,011	-22%	-$211K	0.17%	50
2021 Q1	$915K	Sell	9,050 -3,642	-29%	-$351K	0.22%	46
2020 Q4	$1.16M	Hold	12,692	–	–	0.3%	35
2020 Q3	$1.03M	Hold	12,692	–	–	0.29%	36
2020 Q2	$1M	Hold	12,692	–	–	0.3%	35
2020 Q1	$898K	Sell	12,692 -200	-2%	-$17.2K	0.35%	34
2019 Q4	$1.21M	Hold	12,892	–	–	0.36%	40
2019 Q3	$1.14M	Hold	12,892	–	–	0.39%	36
2019 Q2	$1.13K	Hold	12,892	–	–	0.01%	77
2019 Q1	$1.1K	Hold	12,892	–	–	0.01%	76
2018 Q4	$1K	Buy	+12,892	New	+$1.08M	0.08%	81
2018 Q1	$1.09M	Hold	12,692	–	–	0.44%	34
2017 Q4	$1.03M	Buy	+12,692	New	+$1.06M	0.44%	32
2017 Q2	$992K	Buy	+12,692	New	+$989K	0.42%	36

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ackerman Capital Advisors's VYM Position: Q1 2026 in Review

Ackerman Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 22% in Q1 2026, selling an estimated $226K and leaving 5,389 shares worth $798K. The position accounts for 0.16% of the portfolio, ranked #55.

Ackerman Capital Advisors first reported a position in VYM in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.21M in Q4 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Ackerman Capital Advisors held 5,389 shares of Vanguard High Dividend Yield ETF worth $798K as of Q1 2026.
Ackerman Capital Advisors sold 1,500 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $226K.
Vanguard High Dividend Yield ETF made up 0.16% of Ackerman Capital Advisors's portfolio in Q1 2026, its #55 holding.
Ackerman Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 33 quarters since.
Ackerman Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $1.21M in Q4 2019.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.