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

Joseph Group 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
Q1 		$2.14M Buy
14,434
+108
+0.8% +$16.2K 0.53% 44
2025
Q4 		$2.06M Buy
14,326
+75
+0.5% +$10.7K 0.54% 44
2025
Q3 		$2.01M Sell
14,251
-717
-5% -$98.5K 0.57% 43
2025
Q2 		$2M Buy
14,968
+651
+5% +$82.5K 0.67% 41
2025
Q1 		$1.85M Sell
14,317
-1,467
-9% -$192K 0.71% 40
2024
Q4 		$2.01M Buy
15,784
+359
+2% +$46.8K 0.79% 40
2024
Q3 		$1.98M Sell
15,425
-151
-1% -$18.6K 0.76% 41
2024
Q2 		$1.85M Buy
15,576
+236
+2% +$28K 0.96% 37
2024
Q1 		$1.86M Buy
15,340
+1,657
+12% +$190K 0.93% 36
2023
Q4 		$1.53M Buy
13,683
+1,448
+12% +$152K 0.89% 30
2023
Q3 		$1.26M Buy
12,235
+60
+0.5% +$6.44K 0.91% 32
2023
Q2 		$1.29M Buy
12,175
+1,941
+19% +$204K 1.09% 29
2023
Q1 		$1.08M Buy
10,234
+832
+9% +$89.5K 0.95% 34
2022
Q4 		$1.02M Sell
9,402
-355
-4% -$37.8K 0.97% 34
2022
Q3 		$926K Buy
9,757
+2,168
+29% +$225K 1.01% 36
2022
Q2 		$772K Buy
7,589
+720
+10% +$78K 0.77% 38
2022
Q1 		$771K Sell
6,869
-30
-0.4% -$3.35K 0.78% 39
2021
Q4 		$773K Buy
+6,899
New +$751K 0.74% 41

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

Joseph Group Capital Management's VYM Position: Q1 2026 in Review

Joseph Group Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.75% in Q1 2026, buying an estimated $16.2K and bringing the position to 14,434 shares worth $2.14M. The position accounts for 0.53% of the portfolio, ranked #44.

Joseph Group Capital Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Joseph Group Capital Management held 14,434 shares of Vanguard High Dividend Yield ETF worth $2.14M as of Q1 2026.
  • Joseph Group Capital Management bought 108 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $16.2K.
  • Vanguard High Dividend Yield ETF made up 0.53% of Joseph Group Capital Management's portfolio in Q1 2026, its #44 holding.
  • Joseph Group Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.