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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$676K Buy
4,280
+43
+1% +$6.72K 0.13% 78
2026
Q1
$627K Buy
4,237
+453
+12% +$68.1K 0.12% 76
2025
Q4
$543K Buy
3,784
+294
+8% +$41.8K 0.12% 77
2025
Q3
$492K Buy
+3,490
New +$480K 0.11% 77

Other funds holding VYM

Altrius Capital Management's VYM Position: Q2 2026 in Review

Altrius Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q2 2026, buying an estimated $6.72K and bringing the position to 4,280 shares worth $676K. The position accounts for 0.13% of the portfolio, ranked #78.

Altrius Capital Management first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Altrius Capital Management held 4,280 shares of Vanguard High Dividend Yield ETF worth $676K as of Q2 2026.
  • Altrius Capital Management bought 43 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.72K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Altrius Capital Management's portfolio in Q2 2026, its #78 holding.
  • Altrius Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.