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Caldwell Sutter Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Caldwell Sutter 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
Q1 		$313K Buy
2,113
+321
+18% +$48.3K 0.13% 167
2025
Q4 		$257K Buy
1,792
+37
+2% +$5.26K 0.11% 182
2025
Q3 		$247K Buy
1,755
+120
+7% +$16.5K 0.11% 182
2025
Q2 		$218K Buy
1,635
+335
+26% +$42.4K 0.1% 191
2025
Q1 		$168K Buy
1,300
+5
+0.4% +$655 0.08% 222
2024
Q4 		$165K Sell
1,295
-55
-4% -$7.17K 0.08% 220
2024
Q3 		$173K Sell
1,350
-130
-9% -$16K 0.08% 219
2024
Q2 		$176K Buy
1,480
+10
+0.7% +$1.19K 0.09% 211
2024
Q1 		$178K Sell
1,470
-145
-9% -$16.6K 0.09% 215
2023
Q4 		$180K Buy
1,615
+84
+5% +$8.83K 0.09% 206
2023
Q3 		$158K Buy
1,531
+769
+101% +$82.5K 0.09% 205
2023
Q2 		$80.8K Buy
762
+431
+130% +$45.2K 0.04% 278
2023
Q1 		$34.9K Buy
+331
New +$35.6K 0.03% 284

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

Caldwell Sutter Capital's VYM Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 18% in Q1 2026, buying an estimated $48.3K and bringing the position to 2,113 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #167.

Caldwell Sutter Capital first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Caldwell Sutter Capital held 2,113 shares of Vanguard High Dividend Yield ETF worth $313K as of Q1 2026.
  • Caldwell Sutter Capital bought 321 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $48.3K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Caldwell Sutter Capital's portfolio in Q1 2026, its #167 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.