Advance Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advance Capital Management’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	$720K	Buy	4,860 +1	+0%	+$150	0.03%	86
2025 Q4	$697K	Sell	4,859 -108	-2%	-$15.4K	0.03%	88
2025 Q3	$700K	Buy	4,967 +12	+0.2%	+$1.65K	0.03%	87
2025 Q2	$661K	Sell	4,955 -9	-0.2%	-$1.14K	0.03%	91
2025 Q1	$640K	Sell	4,964 -2	-0%	-$262	0.03%	88
2024 Q4	$634K	Sell	4,966 -62	-1%	-$8.08K	0.03%	79
2024 Q3	$645K	Buy	5,028 +1	+0%	+$123	0.03%	78
2024 Q2	$596K	Sell	5,027 -70	-1%	-$8.3K	0.03%	75
2024 Q1	$617K	Sell	5,097 -300	-6%	-$34.4K	0.04%	71
2023 Q4	$602K	Buy	5,397 +2	+0%	+$210	0.05%	57
2023 Q3	$557K	Buy	5,395 +436	+9%	+$46.8K	0.05%	52
2023 Q2	$526K	Sell	4,959 -1,148	-19%	-$120K	0.06%	58
2023 Q1	$644K	Sell	6,107 -1,392	-19%	-$150K	0.11%	44
2022 Q4	$811K	Buy	7,499 +1,114	+17%	+$119K	0.11%	35
2022 Q3	$606K	Hold	6,385	–	–	0.07%	38
2022 Q2	$649K	Hold	6,385	–	–	0.08%	33
2022 Q1	$717K	Sell	6,385 -263	-4%	-$29.3K	0.09%	32
2021 Q4	$745K	Buy	+6,648	New	+$723K	0.15%	28

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

Advance Capital Management's VYM Position: Q1 2026 in Review

Advance Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.02% in Q1 2026, buying an estimated $150 and bringing the position to 4,860 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #86.

Advance Capital Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $811K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Advance Capital Management held 4,860 shares of Vanguard High Dividend Yield ETF worth $720K as of Q1 2026.
Advance Capital Management bought 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
Vanguard High Dividend Yield ETF made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #86 holding.
Advance Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's Vanguard High Dividend Yield ETF position peaked at $811K in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.