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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
Q3 		$11.3M Sell
72,726
-1,067
-1% -$173K 0.32% 57
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

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

CoreCap Advisors's VYM Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q3 2026, selling an estimated $173K and leaving 72,726 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #57.

CoreCap Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.7M in Q4 2022. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • CoreCap Advisors held 72,726 shares of Vanguard High Dividend Yield ETF worth $11.3M as of Q3 2026.
  • CoreCap Advisors sold 1,067 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $173K.
  • Vanguard High Dividend Yield ETF made up 0.32% of CoreCap Advisors's portfolio in Q3 2026, its #57 holding.
  • CoreCap Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard High Dividend Yield ETF position peaked at $31.7M in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.