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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fusion Capital's VYM Position: Q1 2026 in Review

Fusion Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 8% in Q1 2026, buying an estimated $54.9K and bringing the position to 4,956 shares worth $734K. The position accounts for 0.2% of the portfolio, ranked #48.

Fusion Capital first reported a position in VYM in Q1 2021 and has held it in 21 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Fusion Capital held 4,956 shares of Vanguard High Dividend Yield ETF worth $734K as of Q1 2026.
Fusion Capital bought 365 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $54.9K.
Vanguard High Dividend Yield ETF made up 0.2% of Fusion Capital's portfolio in Q1 2026, its #48 holding.
Fusion Capital first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 21 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.