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

IEQ 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 		$13.5M Sell
91,088
-7,392
-8% -$1.11M 0.06% 288
2025
Q4 		$14.1M Buy
98,480
+7,268
+8% +$1.03M 0.04% 270
2025
Q3 		$12.9M Buy
91,212
+4,287
+5% +$589K 0.04% 268
2025
Q2 		$11.6M Sell
86,925
-1,861
-2% -$236K 0.07% 219
2025
Q1 		$11.4M Buy
88,786
+1,881
+2% +$246K 0.09% 174
2024
Q4 		$11.1M Buy
86,905
+4,072
+5% +$531K 0.11% 118
2024
Q3 		$10.6M Buy
82,833
+1,276
+2% +$158K 0.13% 115
2024
Q2 		$9.67M Sell
81,557
-119
-0.1% -$14.1K 0.13% 103
2024
Q1 		$9.88M Buy
81,676
+365
+0.4% +$41.8K 0.14% 101
2023
Q4 		$9.08M Sell
81,311
-5
-0% -$525 0.15% 100
2023
Q3 		$8.4M Sell
81,316
-31
-0% -$3.33K 0.17% 89
2023
Q2 		$8.63M Buy
81,347
+42
+0.1% +$4.41K 0.17% 89
2023
Q1 		$8.58M Buy
81,305
+14
+0% +$1.51K 0.2% 81
2022
Q4 		$8.8M Buy
81,291
+1,983
+3% +$211K 0.25% 75
2022
Q3 		$7.53M Sell
79,308
-2,011
-2% -$209K 0.21% 81
2022
Q2 		$8.27M Sell
81,319
-6,344
-7% -$687K 0.25% 70
2022
Q1 		$9.84M Buy
87,663
+74
+0.1% +$8.25K 0.23% 68
2021
Q4 		$9.82M Sell
87,589
-739
-0.8% -$80.4K 0.23% 65
2021
Q3 		$9.13M Buy
88,328
+1,540
+2% +$163K 0.24% 58
2021
Q2 		$9.09M Buy
86,788
+74,358
+598% +$7.81M 0.27% 56
2021
Q1 		$1.26M Buy
12,430
+1,246
+11% +$120K 0.05% 180
2020
Q4 		$1.02M Sell
11,184
-354
-3% -$30.8K 0.05% 163
2020
Q3 		$934K Sell
11,538
-10,707
-48% -$877K 0.05% 178
2020
Q2 		$1.75M Sell
22,245
-1,792
-7% -$139K 0.11% 114
2020
Q1 		$1.7M Buy
24,037
+3,208
+15% +$276K 0.14% 100
2019
Q4 		$1.95M Buy
+20,829
New +$1.89M 0.17% 91

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IEQ Capital's VYM Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.5% in Q1 2026, selling an estimated $1.11M and leaving 91,088 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #288.

IEQ Capital first reported a position in VYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.1M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • IEQ Capital held 91,088 shares of Vanguard High Dividend Yield ETF worth $13.5M as of Q1 2026.
  • IEQ Capital sold 7,392 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.11M.
  • Vanguard High Dividend Yield ETF made up 0.06% of IEQ Capital's portfolio in Q1 2026, its #288 holding.
  • IEQ Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Vanguard High Dividend Yield ETF position peaked at $14.1M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.