CoreCap Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CoreCap Advisors’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	$11.7M	Buy	73,793 +3,007	+4%	+$470K	0.34%	53
2026 Q1	$10.5M	Buy	70,786 +7,966	+13%	+$1.2M	0.36%	54
2025 Q4	$9.02M	Buy	62,820 +5,593	+10%	+$795K	0.31%	53
2025 Q3	$8.07M	Sell	57,227 -12,578	-18%	-$1.73M	0.29%	60
2025 Q2	$9.31M	Sell	69,805 -4,696	-6%	-$595K	0.37%	47
2025 Q1	$9.61M	Buy	74,501 +28,176	+61%	+$3.69M	0.42%	41
2024 Q4	$5.91M	Buy	46,325 +7,672	+20%	+$1M	0.27%	63
2024 Q3	$4.96M	Buy	+38,653	New	+$4.77M	0.23%	79
2024 Q2	–	Sell	-36,969	Closed	-$4.47M	–	2586
2024 Q1	$4.47M	Sell	36,969 -236,485	-86%	-$27.1M	0.24%	81
2023 Q4	$30.5M	Buy	273,454 +19,658	+8%	+$2.07M	1.97%	8
2023 Q3	$26.2M	Buy	253,796 +22,779	+10%	+$2.44M	1.89%	9
2023 Q2	$24.5M	Buy	+231,017	New	+$24.2M	1.75%	12
2022 Q4	$31.7M	Buy	293,043 +32,927	+13%	+$3.5M	2.26%	7
2022 Q3	$24.7M	Buy	260,116 +10,341	+4%	+$1.08M	2.07%	8
2022 Q2	$25.4M	Sell	249,775 -5,885	-2%	-$638K	1.98%	7
2022 Q1	$28.7M	Buy	255,660 +229,049	+861%	+$25.5M	1.98%	8
2021 Q4	$2.98M	Buy	+26,611	New	+$2.9M	0.2%	95

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors's VYM Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, buying an estimated $470K and bringing the position to 73,793 shares worth $11.7M. The position accounts for 0.34% of the portfolio, ranked #53.

CoreCap Advisors first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $31.7M in Q4 2022. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CoreCap Advisors held 73,793 shares of Vanguard High Dividend Yield ETF worth $11.7M as of Q2 2026.
CoreCap Advisors bought 3,007 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $470K.
Vanguard High Dividend Yield ETF made up 0.34% of CoreCap Advisors's portfolio in Q2 2026, its #53 holding.
CoreCap Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's Vanguard High Dividend Yield ETF position peaked at $31.7M in Q4 2022.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.