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

JB 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 		$272K Sell
1,834
-11,321
-86% -$1.7M 0.01% 224
2025
Q4 		$1.89M Buy
13,155
+934
+8% +$133K 0.08% 117
2025
Q3 		$1.72M Buy
12,221
+2,236
+22% +$307K 0.07% 119
2025
Q2 		$1.33M Buy
9,985
+2,274
+29% +$288K 0.06% 118
2025
Q1 		$994K Buy
7,711
+1,984
+35% +$260K 0.05% 116
2024
Q4 		$731K Sell
5,727
-2,671
-32% -$348K 0.04% 126
2024
Q3 		$1.08M Buy
8,398
+46
+0.6% +$5.68K 0.06% 116
2024
Q2 		$991K Buy
8,352
+775
+10% +$91.9K 0.06% 112
2024
Q1 		$917K Buy
7,577
+281
+4% +$32.2K 0.06% 111
2023
Q4 		$814K Buy
7,296
+541
+8% +$56.8K 0.06% 108
2023
Q3 		$698K Buy
6,755
+733
+12% +$78.6K 0.06% 106
2023
Q2 		$639K Buy
6,022
+2,376
+65% +$249K 0.05% 100
2023
Q1 		$385K Buy
3,646
+1,248
+52% +$134K 0.04% 120
2022
Q4 		$259K Buy
2,398
+139
+6% +$14.8K 0.03% 150
2022
Q3 		$214K Buy
2,259
+86
+4% +$8.94K 0.02% 148
2022
Q2 		$221K Buy
2,173
+348
+19% +$37.7K 0.02% 217
2022
Q1 		$205K Buy
+1,825
New +$204K 0.02% 233

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

JB Capital's VYM Position: Q1 2026 in Review

JB Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 86% in Q1 2026, selling an estimated $1.7M and leaving 1,834 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #224.

JB Capital first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.89M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • JB Capital held 1,834 shares of Vanguard High Dividend Yield ETF worth $272K as of Q1 2026.
  • JB Capital sold 11,321 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.7M.
  • Vanguard High Dividend Yield ETF made up 0.01% of JB Capital's portfolio in Q1 2026, its #224 holding.
  • JB Capital first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • JB Capital's Vanguard High Dividend Yield ETF position peaked at $1.89M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.