Alpine Woods Capital Investors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Alpine Woods Capital Investors’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	$474K	Hold	3,200	–	–	0.11%	117
2025 Q4	$459K	Hold	3,200	–	–	0.11%	133
2025 Q3	$451K	Hold	3,200	–	–	0.1%	117
2025 Q2	$427K	Hold	3,200	–	–	0.1%	122
2025 Q1	$413K	Hold	3,200	–	–	0.1%	123
2024 Q4	$408K	Hold	3,200	–	–	0.08%	148
2024 Q3	$425K	Hold	3,200	–	–	0.07%	146
2024 Q2	$380K	Hold	3,200	–	–	0.06%	151
2024 Q1	$373K	Hold	3,200	–	–	0.07%	149
2023 Q4	$357K	Hold	3,200	–	–	0.05%	144
2023 Q3	$331K	Hold	3,200	–	–	0.05%	140
2023 Q2	$339K	Hold	3,200	–	–	0.05%	137
2023 Q1	$338K	Hold	3,200	–	–	0.05%	148
2022 Q4	$346K	Hold	3,200	–	–	0.05%	151
2022 Q3	$304K	Hold	3,200	–	–	0.04%	173
2022 Q2	$325K	Hold	3,200	–	–	0.04%	172
2022 Q1	$359K	Hold	3,200	–	–	0.04%	186
2021 Q4	$359K	Hold	3,200	–	–	0.04%	188
2021 Q3	$331K	Hold	3,200	–	–	0.04%	199
2021 Q2	$335K	Hold	3,200	–	–	0.03%	202
2021 Q1	$323K	Hold	3,200	–	–	0.04%	207
2020 Q4	$293K	Sell	3,200 -8,000	-71%	-$695K	0.04%	202
2020 Q3	$906K	Hold	11,200	–	–	0.14%	161
2020 Q2	$882K	Hold	11,200	–	–	0.17%	142
2020 Q1	$792K	Hold	11,200	–	–	0.18%	126
2019 Q4	$1.05M	Hold	11,200	–	–	0.2%	108
2019 Q3	$994K	Hold	11,200	–	–	0.18%	110
2019 Q2	$979K	Hold	11,200	–	–	0.2%	113
2019 Q1	$959K	Hold	11,200	–	–	0.21%	114
2018 Q4	$873K	Buy	+11,200	New	+$934K	0.21%	113

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Alpine Woods Capital Investors's VYM Position: Q1 2026 in Review

Alpine Woods Capital Investors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 3,200 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #117.

Alpine Woods Capital Investors first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.05M in Q4 2019. 2,008 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Alpine Woods Capital Investors held 3,200 shares of Vanguard High Dividend Yield ETF worth $474K as of Q1 2026.
Alpine Woods Capital Investors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.11% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #117 holding.
Alpine Woods Capital Investors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
Alpine Woods Capital Investors's Vanguard High Dividend Yield ETF position peaked at $1.05M in Q4 2019.
2,008 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.