AlTi Global’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AlTi Global’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	$273K	Buy	1,843 +7	+0.4%	+$1.05K	0.01%	379
2025 Q4	$264K	Buy	+1,836	New	+$261K	0.01%	402
2025 Q2	–	Sell	-14,129	Closed	-$1.82M	–	443
2025 Q1	$1.82M	Buy	14,129 +150	+1%	+$19.6K	0.05%	147
2024 Q4	$1.78M	Hold	13,979	–	–	0.04%	164
2024 Q3	$1.79M	Sell	13,979 -397	-3%	-$49K	0.04%	162
2024 Q2	$1.7M	Hold	14,376	–	–	0.05%	157
2024 Q1	$1.74M	Hold	14,376	–	–	0.05%	152
2023 Q4	$1.6M	Buy	+14,376	New	+$1.51M	0.05%	146

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

AlTi Global's VYM Position: Q1 2026 in Review

AlTi Global increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.38% in Q1 2026, buying an estimated $1.05K and bringing the position to 1,843 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #379.

AlTi Global first reported a position in VYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.82M in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

AlTi Global held 1,843 shares of Vanguard High Dividend Yield ETF worth $273K as of Q1 2026.
AlTi Global bought 7 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.05K.
Vanguard High Dividend Yield ETF made up 0.01% of AlTi Global's portfolio in Q1 2026, its #379 holding.
AlTi Global first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 8 quarters since.
AlTi Global's Vanguard High Dividend Yield ETF position peaked at $1.82M in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.