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

Aptus Capital Advisors’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 		$14.8M Sell
93,785
-13,331
-12% -$2.08M 0.1% 171
2026
Q1 		$15.9M Sell
107,116
-99
-0.1% -$14.9K 0.12% 147
2025
Q4 		$15.4M Buy
107,215
+19,444
+22% +$2.77M 0.11% 159
2025
Q3 		$12.4M Sell
87,771
-3,438
-4% -$472K 0.09% 181
2025
Q2 		$12.2M Sell
91,209
-8,621
-9% -$1.09M 0.1% 170
2025
Q1 		$12.9M Sell
99,830
-3,101
-3% -$406K 0.13% 147
2024
Q4 		$13.1M Buy
102,931
+39,098
+61% +$5.1M 0.14% 132
2024
Q3 		$8.18M Buy
63,833
+58,295
+1,053% +$7.2M 0.12% 156
2024
Q2 		$657K Sell
5,538
-50,396
-90% -$5.98M 0.01% 459
2024
Q1 		$6.77M Buy
55,934
+6,207
+12% +$711K 0.13% 148
2023
Q4 		$5.55M Sell
49,727
-2,972
-6% -$312K 0.15% 123
2023
Q3 		$5.44M Sell
52,699
-5,324
-9% -$571K 0.15% 123
2023
Q2 		$6.15M Buy
58,023
+24,193
+72% +$2.54M 0.15% 122
2023
Q1 		$3.57M Buy
33,830
+32,012
+1,761% +$3.44M 0.1% 150
2022
Q4 		$197K Buy
1,818
+13
+0.7% +$1.38K 0.01% 480
2022
Q3 		$171K Buy
1,805
+1,422
+371% +$148K ﹤0.01% 457
2022
Q2 		$39K Buy
383
+170
+80% +$18.4K ﹤0.01% 491
2022
Q1 		$24K Buy
213
+173
+433% +$19.3K ﹤0.01% 557
2021
Q4 		$4K Hold
40
– – ﹤0.01% 527
2021
Q3 		$4K Buy
40
+6
+18% +$634 ﹤0.01% 504
2021
Q2 		$4K Buy
34
+28
+467% +$2.94K ﹤0.01% 533
2021
Q1 		$1K Sell
6
-3
-33% -$289 ﹤0.01% 514
2020
Q4 		$0 Buy
+9
New +$782 ﹤0.01% 541

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's VYM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $2.08M and leaving 93,785 shares worth $14.8M. The position accounts for 0.1% of the portfolio, ranked #171.

Aptus Capital Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.9M in Q1 2026. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aptus Capital Advisors held 93,785 shares of Vanguard High Dividend Yield ETF worth $14.8M as of Q2 2026.
  • Aptus Capital Advisors sold 13,331 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.08M.
  • Vanguard High Dividend Yield ETF made up 0.1% of Aptus Capital Advisors's portfolio in Q2 2026, its #171 holding.
  • Aptus Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Aptus Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $15.9M in Q1 2026.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.