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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

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

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. 2,061 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.
  • 2,061 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.