Fulcrum Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fulcrum Capital’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	$1.7M	Hold	10,765	–	–	0.35%	44
2026 Q1	$1.59M	Hold	10,765	–	–	0.35%	43
2025 Q4	$1.54M	Hold	10,765	–	–	0.31%	44
2025 Q3	$1.52M	Hold	10,765	–	–	0.31%	42
2025 Q2	$1.44M	Hold	10,765	–	–	0.3%	47
2025 Q1	$1.39M	Hold	10,765	–	–	0.31%	47
2024 Q4	$1.37M	Hold	10,765	–	–	0.29%	45
2024 Q3	$1.38M	Hold	10,765	–	–	0.3%	46
2024 Q2	$1.28M	Hold	10,765	–	–	0.29%	44
2024 Q1	$1.3M	Hold	10,765	–	–	0.31%	46
2023 Q4	$1.2M	Hold	10,765	–	–	0.31%	47
2023 Q3	$1.11M	Hold	10,765	–	–	0.32%	47
2023 Q2	$1.14M	Hold	10,765	–	–	0.3%	49
2023 Q1	$1.14M	Hold	10,765	–	–	0.31%	49
2022 Q4	$1.16M	Buy	+10,765	New	+$1.15M	0.34%	49
2018 Q2	–	Sell	-3,165	Closed	-$261K	–	64
2018 Q1	$261K	Sell	3,165 -400	-11%	-$34.4K	0.09%	62
2017 Q4	$305K	Buy	+3,565	New	+$298K	0.1%	64

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

Fulcrum Capital's VYM Position: Q2 2026 in Review

Fulcrum Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 10,765 shares worth $1.7M. The position accounts for 0.35% of the portfolio, ranked #44.

Fulcrum Capital first reported a position in VYM in Q4 2017 and has held it in 17 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fulcrum Capital held 10,765 shares of Vanguard High Dividend Yield ETF worth $1.7M as of Q2 2026.
Fulcrum Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.35% of Fulcrum Capital's portfolio in Q2 2026, its #44 holding.
Fulcrum Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 17 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.