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

Blue Oak 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
2025
Q2 		– Sell
-1,649
Closed -$213K – 80
2025
Q1 		$213K Buy
1,649
+11
+0.7% +$1.44K 0.12% 67
2024
Q4 		$209K Buy
+1,638
New +$214K 0.13% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Oak Capital's VYM Position: Q2 2025 in Review

Blue Oak Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 1,649 shares — an estimated $213K sold.

Blue Oak Capital first reported a position in VYM in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Blue Oak Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Oak Capital sold 1,649 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $213K.
  • Blue Oak Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 2 quarters.
  • Blue Oak Capital's Vanguard High Dividend Yield ETF position peaked at $213K in Q1 2025.
  • 1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.