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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
Q2 		$1.72M Sell
10,853
-408
-4% -$63.8K 0.02% 175
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 $1.55T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Group Private Client Services's VYM Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q2 2026, selling an estimated $63.8K and leaving 10,853 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #175.

Capital Group Private Client Services first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Capital Group Private Client Services held 10,853 shares of Vanguard High Dividend Yield ETF worth $1.72M as of Q2 2026.
  • Capital Group Private Client Services sold 408 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $63.8K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #175 holding.
  • Capital Group Private Client Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.