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

Kathmere 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 		$208K Buy
+1,403
New +$211K 0.01% 571
2020
Q4 		– Sell
-274
Closed -$22K – 449
2020
Q3 		$22K Buy
+274
New +$22.4K 0.01% 266

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

Kathmere Capital Management's VYM Position: Q1 2026 in Review

Kathmere Capital Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 1,403 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Kathmere Capital Management previously reported a position in VYM as recently as Q3 2020.

Kathmere Capital Management first reported a position in VYM in Q3 2020 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Kathmere Capital Management held 1,403 shares of Vanguard High Dividend Yield ETF worth $208K as of Q1 2026.
  • Vanguard High Dividend Yield ETF was a new Kathmere Capital Management position in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.01% of Kathmere Capital Management's portfolio in Q1 2026, its #571 holding.
  • Kathmere Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.