ACP
VYM icon

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

Aveo Capital Partners’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 		– Sell
-3,463
Closed -$434K – 163
2025
Q1 		$434K Sell
3,463
-1,657
-32% -$217K 0.07% 123
2024
Q4 		$653K Buy
5,120
+2,503
+96% +$326K 0.07% 171
2024
Q3 		$335K Buy
2,617
+440
+20% +$54.3K 0.04% 262
2024
Q2 		$258K Sell
2,177
-5,477
-72% -$649K 0.03% 278
2024
Q1 		$896K Sell
7,654
-2,189
-22% -$251K 0.1% 151
2023
Q4 		$1.1M Buy
+9,843
New +$1.03M 0.13% 123

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners's VYM Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 3,463 shares — an estimated $434K sold.

Aveo Capital Partners first reported a position in VYM in Q4 2023 and held it in 6 quarters. The position peaked at $1.1M in Q4 2023. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,463 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $434K.
  • Aveo Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 6 quarters.
  • Aveo Capital Partners's Vanguard High Dividend Yield ETF position peaked at $1.1M in Q4 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.