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

Bay 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	$10M	Buy	63,487 +3,370	+6%	+$527K	5.38%	5
2026 Q1	$8.9M	Buy	60,117 +4,255	+8%	+$640K	5.49%	5
2025 Q4	$8.02M	Buy	55,862 +3,449	+7%	+$491K	4.89%	5
2025 Q3	$7.39M	Buy	52,413 +3,265	+7%	+$449K	4.81%	5
2025 Q2	$6.55M	Buy	49,148 +4,221	+9%	+$535K	4.99%	4
2025 Q1	$5.79M	Buy	44,927 +2,608	+6%	+$341K	4.83%	4
2024 Q4	$5.4M	Buy	+42,319	New	+$5.52M	4.34%	5

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bay Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, buying an estimated $527K and bringing the position to 63,487 shares worth $10M. The position accounts for 5.38% of the portfolio, ranked #5.

Bay Capital Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bay Capital Advisors held 63,487 shares of Vanguard High Dividend Yield ETF worth $10M as of Q2 2026.
Bay Capital Advisors bought 3,370 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $527K.
Vanguard High Dividend Yield ETF made up 5.38% of Bay Capital Advisors's portfolio in Q2 2026, its #5 holding.
Bay Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.