Matrix Private Capital Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Matrix Private Capital Group’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	$367K	Buy	2,479 +696	+39%	+$105K	0.18%	68
2025 Q4	$256K	Hold	1,783	–	–	0.13%	79
2025 Q3	$251K	Hold	1,783	–	–	0.13%	80
2025 Q2	$238K	Hold	1,783	–	–	0.14%	83
2025 Q1	$230K	Hold	1,783	–	–	0.14%	91
2024 Q4	$227K	Buy	1,783 +98	+6%	+$12.8K	0.13%	104
2024 Q3	$216K	Buy	+1,685	New	+$208K	0.12%	103
2024 Q2	–	Sell	-1,685	Closed	-$204K	–	151
2024 Q1	$204K	Buy	+1,685	New	+$193K	0.14%	102

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

Matrix Private Capital Group's VYM Position: Q1 2026 in Review

Matrix Private Capital Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 39% in Q1 2026, buying an estimated $105K and bringing the position to 2,479 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #68.

Matrix Private Capital Group first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Matrix Private Capital Group held 2,479 shares of Vanguard High Dividend Yield ETF worth $367K as of Q1 2026.
Matrix Private Capital Group bought 696 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $105K.
Vanguard High Dividend Yield ETF made up 0.18% of Matrix Private Capital Group's portfolio in Q1 2026, its #68 holding.
Matrix Private Capital Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.