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

Bay Capital Advisors's VYM Position: Q1 2026 in Review

Bay Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.6% in Q1 2026, buying an estimated $640K and bringing the position to 60,117 shares worth $8.9M. The position accounts for 5.49% of the portfolio, ranked #5.

Bay Capital Advisors first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Bay Capital Advisors held 60,117 shares of Vanguard High Dividend Yield ETF worth $8.9M as of Q1 2026.
  • Bay Capital Advisors bought 4,255 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $640K.
  • Vanguard High Dividend Yield ETF made up 5.49% of Bay Capital Advisors's portfolio in Q1 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 6 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Bay Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.