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

Logan 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	$563K	Buy	+3,800	New	+$571K	0.02%	239

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Logan Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 3,800 shares — an estimated $571K sold.

Logan Capital Management first reported a position in VYM in Q3 2020 and held it in 22 quarters. The position peaked at $2.05M in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Logan Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 3,800 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $571K.
Logan Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 22 quarters.
Logan Capital Management's Vanguard High Dividend Yield ETF position peaked at $2.05M in Q3 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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