Blume Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blume Capital Management’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	$104K	Sell	700 -960	-58%	-$144K	0.02%	149
2025 Q4	$238K	Hold	1,660	–	–	0.04%	105
2025 Q3	$234K	Buy	1,660 +1,230	+286%	+$169K	0.04%	107
2025 Q2	$57.3K	Buy	430 +30	+8%	+$3.8K	0.01%	178
2025 Q1	$51.6K	Hold	400	–	–	0.01%	180
2024 Q4	$51K	Hold	400	–	–	0.01%	181
2024 Q3	$51.3K	Hold	400	–	–	0.01%	182
2024 Q2	$47.4K	Hold	400	–	–	0.01%	180
2024 Q1	$48.4K	Sell	400 -5	-1%	-$573	0.01%	181
2023 Q4	$45.2K	Sell	405 -129	-24%	-$13.6K	0.01%	185
2023 Q3	$55.2K	Hold	534	–	–	0.02%	166
2023 Q2	$56.6K	Hold	534	–	–	0.02%	164
2023 Q1	$56.3K	Sell	534 -200	-27%	-$21.5K	0.02%	162
2022 Q4	$79.4K	Sell	734 -600	-45%	-$63.8K	0.03%	139
2022 Q3	$127K	Sell	1,334 -200	-13%	-$20.8K	0.05%	97
2022 Q2	$156K	Sell	1,534 -630	-29%	-$68.3K	0.06%	90
2022 Q1	$243K	Sell	2,164 -2,470	-53%	-$275K	0.08%	72
2021 Q4	$520K	Sell	4,634 -690	-13%	-$75.1K	0.17%	59
2021 Q3	$550K	Hold	5,324	–	–	0.2%	55
2021 Q2	$558K	Sell	5,324 -250	-4%	-$26.2K	0.2%	54
2021 Q1	$563K	Buy	5,574 +350	+7%	+$33.8K	0.22%	50
2020 Q4	$478K	Buy	5,224 +2,884	+123%	+$251K	0.2%	49
2020 Q3	$189K	Buy	2,340 +2,000	+588%	+$164K	0.1%	62
2020 Q2	$27K	Hold	340	–	–	0.02%	138
2020 Q1	$24K	Buy	+340	New	+$29.2K	0.02%	140

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blume Capital Management's VYM Position: Q1 2026 in Review

Blume Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 58% in Q1 2026, selling an estimated $144K and leaving 700 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #149.

Blume Capital Management first reported a position in VYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $563K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Blume Capital Management held 700 shares of Vanguard High Dividend Yield ETF worth $104K as of Q1 2026.
Blume Capital Management sold 960 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $144K.
Vanguard High Dividend Yield ETF made up 0.02% of Blume Capital Management's portfolio in Q1 2026, its #149 holding.
Blume Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 25 quarters since.
Blume Capital Management's Vanguard High Dividend Yield ETF position peaked at $563K in Q1 2021.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.