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

Avalon Capital Management’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 		$300K Buy
2,026
+12
+0.6% +$1.8K 0.08% 98
2025
Q4 		$289K Buy
2,014
+13
+0.6% +$1.85K 0.07% 113
2025
Q3 		$282K Buy
2,001
+12
+0.6% +$1.65K 0.07% 111
2025
Q2 		$265K Buy
1,989
+13
+0.7% +$1.65K 0.07% 110
2025
Q1 		$255K Buy
1,976
+13
+0.7% +$1.7K 0.07% 113
2024
Q4 		$250K Buy
1,963
+15
+0.8% +$1.96K 0.08% 115
2024
Q3 		$250K Buy
1,948
+13
+0.7% +$1.6K 0.08% 112
2024
Q2 		$230K Buy
1,935
+16
+0.8% +$1.9K 0.07% 111
2024
Q1 		$232K Buy
1,919
+11
+0.6% +$1.26K 0.1% 88
2023
Q4 		$213K Buy
+1,908
New +$200K 0.09% 88

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return