Blue Fin Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blue Fin Capital’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	$568K	Hold	3,593	–	–	0.08%	102
2026 Q1	$532K	Hold	3,593	–	–	0.09%	94
2025 Q4	$516K	Hold	3,593	–	–	0.08%	99
2025 Q3	$506K	Hold	3,593	–	–	0.08%	99
2025 Q2	$479K	Hold	3,593	–	–	0.08%	98
2025 Q1	$463K	Hold	3,593	–	–	0.09%	97
2024 Q4	$458K	Hold	3,593	–	–	0.08%	99
2024 Q3	$461K	Hold	3,593	–	–	0.09%	98
2024 Q2	$426K	Hold	3,593	–	–	0.09%	101
2024 Q1	$435K	Hold	3,593	–	–	0.1%	100
2023 Q4	$401K	Hold	3,593	–	–	0.1%	103
2023 Q3	$371K	Hold	3,593	–	–	0.11%	103
2023 Q2	$381K	Hold	3,593	–	–	0.11%	105
2023 Q1	$370K	Hold	3,593	–	–	0.12%	103
2022 Q4	$389K	Hold	3,593	–	–	0.14%	100
2022 Q3	$340K	Hold	3,593	–	–	0.13%	98
2022 Q2	$365K	Hold	3,593	–	–	0.13%	98
2022 Q1	$403K	Hold	3,593	–	–	0.12%	98
2021 Q4	$402K	Hold	3,593	–	–	0.11%	96
2021 Q3	$371K	Hold	3,593	–	–	0.11%	95
2021 Q2	$376K	Hold	3,593	–	–	0.12%	94
2021 Q1	$363K	Hold	3,593	–	–	0.12%	91
2020 Q4	$328K	Sell	3,593 -607	-14%	-$52.7K	0.12%	94
2020 Q3	$339K	Buy	+4,200	New	+$344K	0.14%	89

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Blue Fin Capital's VYM Position: Q2 2026 in Review

Blue Fin Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,593 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #102.

Blue Fin Capital first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. 1,211 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Blue Fin Capital held 3,593 shares of Vanguard High Dividend Yield ETF worth $568K as of Q2 2026.
Blue Fin Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.08% of Blue Fin Capital's portfolio in Q2 2026, its #102 holding.
Blue Fin Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
1,211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.