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

Fusion 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 		$813K Buy
5,145
+189
+4% +$29.5K 0.19% 50
2026
Q1 		$734K Buy
4,956
+365
+8% +$54.9K 0.2% 48
2025
Q4 		$659K Buy
4,591
+24
+0.5% +$3.41K 0.19% 51
2025
Q3 		$642K Buy
4,567
+270
+6% +$37.1K 0.19% 51
2025
Q2 		$573K Buy
4,297
+66
+2% +$8.36K 0.2% 51
2025
Q1 		$546K Buy
4,231
+214
+5% +$28K 0.21% 51
2024
Q4 		$513K Sell
4,017
-16
-0.4% -$2.09K 0.21% 55
2024
Q3 		$517K Buy
4,033
+21
+0.5% +$2.59K 0.22% 49
2024
Q2 		$476K Buy
4,012
+25
+0.6% +$2.96K 0.22% 50
2024
Q1 		$482K Sell
3,987
-170
-4% -$19.5K 0.22% 47
2023
Q4 		$464K Buy
4,157
+31
+0.8% +$3.26K 0.24% 42
2023
Q3 		$426K Buy
4,126
+17
+0.4% +$1.82K 0.24% 43
2023
Q2 		$436K Sell
4,109
-71
-2% -$7.45K 0.24% 43
2023
Q1 		$441K Buy
4,180
+65
+2% +$6.99K 0.25% 39
2022
Q4 		$445K Buy
4,115
+28
+0.7% +$2.98K 0.26% 41
2022
Q3 		$388K Buy
4,087
+123
+3% +$12.8K 0.25% 41
2022
Q2 		$403K Buy
3,964
+209
+6% +$22.6K 0.25% 44
2022
Q1 		$422K Buy
3,755
+1,307
+53% +$146K 0.22% 53
2021
Q4 		$274K Buy
2,448
+325
+15% +$35.4K 0.14% 69
2021
Q3 		$219K Buy
2,123
+8
+0.4% +$846 0.13% 72
2021
Q2 		$222K Buy
2,115
+85
+4% +$8.93K 0.13% 72
2021
Q1 		$205K Buy
+2,030
New +$196K 0.13% 70

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

Fusion Capital's VYM Position: Q2 2026 in Review

Fusion Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.8% in Q2 2026, buying an estimated $29.5K and bringing the position to 5,145 shares worth $813K. The position accounts for 0.19% of the portfolio, ranked #50.

Fusion Capital first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Fusion Capital held 5,145 shares of Vanguard High Dividend Yield ETF worth $813K as of Q2 2026.
  • Fusion Capital bought 189 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $29.5K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Fusion Capital's portfolio in Q2 2026, its #50 holding.
  • Fusion Capital first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.