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G2 Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

G2 Capital Management’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 		– Sell
-1,639
Closed -$243K – 77
2026
Q1 		$243K Sell
1,639
-224
-12% -$33.7K 0.06% 67
2025
Q4 		$267K Sell
1,863
-1,152
-38% -$164K 0.06% 62
2025
Q3 		$425K Sell
3,015
-1,268
-30% -$174K 0.11% 45
2025
Q2 		$571K Sell
4,283
-4,239
-50% -$537K 0.16% 38
2025
Q1 		$1.1M Hold
8,522
– – 0.33% 29
2024
Q4 		$1.09M Hold
8,522
– – 0.32% 31
2024
Q3 		$1.09M Sell
8,522
-36
-0.4% -$4.44K 0.32% 31
2024
Q2 		$1.01M Buy
8,558
+36
+0.4% +$4.27K 0.32% 31
2024
Q1 		$1.03M Hold
8,522
– – 0.33% 31
2023
Q4 		$951K Sell
8,522
-2,258
-21% -$237K 0.32% 30
2023
Q3 		$1.11M Sell
10,780
-562
-5% -$60.3K 0.5% 21
2023
Q2 		$1.2M Sell
11,342
-24,563
-68% -$2.58M 0.52% 21
2023
Q1 		$3.79M Sell
35,905
-32,831
-48% -$3.53M 1.62% 12
2022
Q4 		$7.44M Sell
68,736
-4,591
-6% -$489K 2.73% 11
2022
Q3 		$6.96M Hold
73,327
– – 3.22% 8
2022
Q2 		$7.46M Buy
73,327
+903
+1% +$97.9K 3.52% 8
2022
Q1 		$8.13M Buy
72,424
+59,760
+472% +$6.67M 3.49% 8
2021
Q4 		$1.42M Buy
+12,664
New +$1.38M 0.53% 22

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

G2 Capital Management's VYM Position: Q2 2026 in Review

G2 Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,639 shares — an estimated $243K sold.

G2 Capital Management first reported a position in VYM in Q4 2021 and held it in 18 quarters. The position peaked at $8.13M in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • G2 Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • G2 Capital Management sold 1,639 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $243K.
  • G2 Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 18 quarters.
  • G2 Capital Management's Vanguard High Dividend Yield ETF position peaked at $8.13M in Q1 2022.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on G2 Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.