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

AlphaCore Capital’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	$683K	Sell	4,612 -220	-5%	-$33.1K	0.02%	470
2025 Q4	$694K	Buy	4,832 +1,570	+48%	+$223K	0.02%	511
2025 Q3	$460K	Sell	3,262 -115	-3%	-$15.8K	0.02%	476
2025 Q2	$450K	Buy	3,377 +2,197	+186%	+$278K	0.02%	396
2025 Q1	$152K	Buy	+1,180	New	+$154K	0.01%	474
2024 Q1	–	Sell	-3,549	Closed	-$396K	–	391
2023 Q4	$396K	Buy	+3,549	New	+$373K	0.06%	162

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

AlphaCore Capital's VYM Position: Q1 2026 in Review

AlphaCore Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q1 2026, selling an estimated $33.1K and leaving 4,612 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #470.

AlphaCore Capital first reported a position in VYM in Q4 2023 and has held it in 6 quarters since. The position peaked at $694K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

AlphaCore Capital held 4,612 shares of Vanguard High Dividend Yield ETF worth $683K as of Q1 2026.
AlphaCore Capital sold 220 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $33.1K.
Vanguard High Dividend Yield ETF made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #470 holding.
AlphaCore Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
AlphaCore Capital's Vanguard High Dividend Yield ETF position peaked at $694K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.