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

Aviance 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
2026
Q2 		$376K Hold
2,377
– – 0.04% 296
2026
Q1 		$352K Hold
2,377
– – 0.04% 285
2025
Q4 		$341K Hold
2,377
– – 0.04% 285
2025
Q3 		$335K Hold
2,377
– – 0.04% 287
2025
Q2 		$317K Hold
2,377
– – 0.04% 283
2025
Q1 		$307K Sell
2,377
-100
-4% -$13.1K 0.04% 278
2024
Q4 		$316K Buy
2,477
+100
+4% +$13K 0.04% 255
2024
Q3 		$305K Hold
2,377
– – 0.04% 269
2024
Q2 		$282K Hold
2,377
– – 0.04% 274
2024
Q1 		$288K Hold
2,377
– – 0.04% 268
2023
Q4 		$265K Sell
2,377
-40
-2% -$4.2K 0.06% 213
2023
Q3 		$250K Hold
2,417
– – 0.06% 214
2023
Q2 		$256K Hold
2,417
– – 0.05% 223
2023
Q1 		$255K Hold
2,417
– – 0.06% 230
2022
Q4 		$262K Hold
2,417
– – 0.06% 238
2022
Q3 		$229K Hold
2,417
– – 0.06% 236
2022
Q2 		$246K Hold
2,417
– – 0.05% 238
2022
Q1 		$271K Hold
2,417
– – 0.05% 227
2021
Q4 		$271K Buy
2,417
+47
+2% +$5.11K 0.05% 228
2021
Q3 		$245K Hold
2,370
– – 0.04% 232
2021
Q2 		$248K Buy
2,370
+40
+2% +$4.2K 0.04% 230
2021
Q1 		$236K Sell
2,330
-300
-11% -$28.9K 0.05% 247
2020
Q4 		$241K Buy
+2,630
New +$228K 0.05% 240
2020
Q1 		– Sell
-2,330
Closed -$218K – 234
2019
Q4 		$218K Buy
+2,330
New +$211K 0.06% 211

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

Aviance Capital Partners's VYM Position: Q2 2026 in Review

Aviance Capital Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,377 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #296.

Aviance Capital Partners first reported a position in VYM in Q4 2019 and has held it in 24 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aviance Capital Partners held 2,377 shares of Vanguard High Dividend Yield ETF worth $376K as of Q2 2026.
  • Aviance Capital Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #296 holding.
  • Aviance Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.