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 Q2	$216K	Sell	1,368 -35	-2%	-$5.47K	0.01%	612
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kathmere Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2026, selling an estimated $5.47K and leaving 1,368 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #612.

Kathmere Capital Management first reported a position in VYM in Q3 2020 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kathmere Capital Management held 1,368 shares of Vanguard High Dividend Yield ETF worth $216K as of Q2 2026.
Kathmere Capital Management sold 35 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.47K.
Vanguard High Dividend Yield ETF made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #612 holding.
Kathmere Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 3 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.