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Capital Group Private Client Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Group Private Client Services’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 		$1.67M Buy
11,261
+32
+0.3% +$4.81K 0.03% 166
2025
Q4 		$1.61M Buy
11,229
+42
+0.4% +$5.97K 0.03% 182
2025
Q3 		$1.58M Sell
11,187
-67
-0.6% -$9.21K 0.03% 187
2025
Q2 		$1.5M Buy
11,254
+42
+0.4% +$5.32K 0.01% 219
2025
Q1 		$1.45M Buy
11,212
+340
+3% +$44.5K 0.01% 222
2024
Q4 		$1.39M Buy
10,872
+47
+0.4% +$6.13K 0.01% 223
2024
Q3 		$1.39M Buy
10,825
+42
+0.4% +$5.18K 0.01% 219
2024
Q2 		$1.28M Buy
10,783
+52
+0.5% +$6.17K 0.01% 220
2024
Q1 		$1.3M Sell
10,731
-1,894
-15% -$217K 0.01% 220
2023
Q4 		$1.41M Buy
12,625
+59
+0.5% +$6.2K 0.01% 211
2023
Q3 		$1.3M Buy
12,566
+4,640
+59% +$498K 0.02% 200
2023
Q2 		$841K Buy
7,926
+50
+0.6% +$5.24K 0.01% 202
2023
Q1 		$831K Buy
7,876
+5,983
+316% +$643K 0.01% 203
2022
Q4 		$205K Buy
+1,893
New +$201K ﹤0.01% 237

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

Capital Group Private Client Services's VYM Position: Q1 2026 in Review

Capital Group Private Client Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.28% in Q1 2026, buying an estimated $4.81K and bringing the position to 11,261 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #166.

Capital Group Private Client Services first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Capital Group Private Client Services held 11,261 shares of Vanguard High Dividend Yield ETF worth $1.67M as of Q1 2026.
  • Capital Group Private Client Services bought 32 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $4.81K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #166 holding.
  • Capital Group Private Client Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.