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Chapin Davis’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Chapin Davis’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 		$246K Hold
1,555
– – 0.04% 213
2026
Q1 		$230K Hold
1,555
– – 0.05% 235
2025
Q4 		$223K Hold
1,555
– – 0.05% 220
2025
Q3 		$219K Hold
1,555
– – 0.05% 224
2025
Q2 		$207K Hold
1,555
– – 0.06% 214
2025
Q1 		$201K Sell
1,555
-1,074
-41% -$141K 0.07% 208
2024
Q4 		$337K Hold
2,629
– – 0.11% 159
2024
Q3 		$337K Sell
2,629
-218
-8% -$26.9K 0.11% 160
2024
Q2 		$338K Buy
2,847
+2
+0.1% +$237 0.12% 158
2024
Q1 		$344K Sell
2,845
-186
-6% -$21.3K 0.13% 157
2023
Q4 		$338K Buy
3,031
+2
+0.1% +$210 0.14% 143
2023
Q3 		$313K Buy
3,029
+2
+0.1% +$215 0.15% 136
2023
Q2 		$321K Buy
3,027
+2
+0.1% +$210 0.15% 144
2023
Q1 		$319K Buy
3,025
+189
+7% +$20.3K 0.17% 142
2022
Q4 		$307K Buy
+2,836
New +$302K 0.18% 136

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Chapin Davis's VYM Position: Q2 2026 in Review

Chapin Davis held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,555 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #213.

Chapin Davis first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $344K in Q1 2024. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Chapin Davis held 1,555 shares of Vanguard High Dividend Yield ETF worth $246K as of Q2 2026.
  • Chapin Davis left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #213 holding.
  • Chapin Davis first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Vanguard High Dividend Yield ETF position peaked at $344K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.