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

Atlas 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
2025
Q2 		$263K Sell
1,971
-325
-14% -$41.2K 0.03% 357
2025
Q1 		$296K Buy
2,296
+300
+15% +$39.3K 0.04% 339
2024
Q4 		$255K Sell
1,996
-204
-9% -$26.6K 0.03% 346
2024
Q3 		$282K Buy
2,200
+1,600
+267% +$198K 0.04% 320
2024
Q2 		$71.2K Sell
600
-282
-32% -$33.4K 0.01% 546
2024
Q1 		$107K Buy
882
+282
+47% +$32.3K 0.02% 470
2023
Q4 		$67K Sell
600
-1,000
-63% -$105K 0.01% 551
2023
Q3 		$165K Sell
1,600
-875
-35% -$93.9K 0.03% 375
2023
Q2 		$263K Sell
2,475
-359
-13% -$37.7K 0.04% 313
2023
Q1 		$299K Sell
2,834
-2,891
-50% -$311K 0.05% 283
2022
Q4 		$620K Sell
5,725
-137
-2% -$14.6K 0.1% 159
2022
Q3 		$556K Buy
5,862
+1,350
+30% +$140K 0.1% 167
2022
Q2 		$459K Buy
4,512
+1,525
+51% +$165K 0.08% 212
2022
Q1 		$335K Buy
2,987
+1,200
+67% +$134K 0.05% 270
2021
Q4 		$200K Sell
1,787
-248
-12% -$27K 0.03% 358
2021
Q3 		$210K Buy
2,035
+148
+8% +$15.6K 0.03% 339
2021
Q2 		$198K Buy
1,887
+700
+59% +$73.5K 0.03% 361
2021
Q1 		$120K Hold
1,187
– – 0.02% 396
2020
Q4 		$109K Buy
+1,187
New +$103K 0.02% 382
2020
Q3 		– Sell
-2,346
Closed -$185K – 596
2020
Q2 		$185K Buy
2,346
+147
+7% +$11.4K 0.04% 323
2020
Q1 		$156K Sell
2,199
-52,674
-96% -$4.53M 0.05% 307
2019
Q4 		$5.14M Buy
54,873
+52,825
+2,579% +$4.79M 1.28% 13
2019
Q3 		$182K Buy
2,048
+175
+9% +$15.3K 0.05% 333
2019
Q2 		$164K Buy
+1,873
New +$162K 0.05% 323

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Capital Advisors's VYM Position: Q2 2025 in Review

Atlas Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q2 2025, selling an estimated $41.2K and leaving 1,971 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #357.

Atlas Capital Advisors first reported a position in VYM in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.14M in Q4 2019. 1,806 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Atlas Capital Advisors held 1,971 shares of Vanguard High Dividend Yield ETF worth $263K as of Q2 2025.
  • Atlas Capital Advisors sold 325 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $41.2K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2025, its #357 holding.
  • Atlas Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 24 quarters since.
  • Atlas Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $5.14M in Q4 2019.
  • 1,806 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.