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 Q2	$752K	Buy	4,758 +146	+3%	+$22.8K	0.01%	542
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlphaCore Capital's VYM Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q2 2026, buying an estimated $22.8K and bringing the position to 4,758 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #542.

AlphaCore Capital first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

AlphaCore Capital held 4,758 shares of Vanguard High Dividend Yield ETF worth $752K as of Q2 2026.
AlphaCore Capital bought 146 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $22.8K.
Vanguard High Dividend Yield ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #542 holding.
AlphaCore Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.