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

Annandale 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
2025 Q1	–	Sell	-100,000	Closed	-$10.5M	–	139
2024 Q4	$10.5M	Hold	100,000	–	–	1.66%	18
2024 Q3	$10.5M	Buy	+100,000	New	+$12.3M	1.47%	14
2024 Q2	–	Sell	-100,000	Closed	-$10.5M	–	142
2024 Q1	$10.5M	Hold	100,000	–	–	1.93%	13
2023 Q4	$10.5M	Hold	100,000	–	–	1.98%	14
2023 Q3	$10.5M	Buy	100,000 +99,000	+9,900%	+$10.6M	2.62%	9
2023 Q2	$630K	Buy	+1,000	New	+$105K	0.18%	77

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

Annandale Capital's VYM Position: Q2 2026 in Review

Annandale Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.61% in Q2 2026, buying an estimated $157K and bringing the position to 164,994 shares worth $26.1M. The position accounts for 3.56% of the portfolio, ranked #8.

Annandale Capital first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Annandale Capital held 164,994 shares of Vanguard High Dividend Yield ETF worth $26.1M as of Q2 2026.
Annandale Capital bought 1,007 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $157K.
Vanguard High Dividend Yield ETF made up 3.56% of Annandale Capital's portfolio in Q2 2026, its #8 holding.
Annandale Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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