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 Q2	$392K	Buy	2,480 +1	+0%	+$156	0.17%	65
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 $1.55T 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

Matrix Private Capital Group's VYM Position: Q2 2026 in Review

Matrix Private Capital Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q2 2026, buying an estimated $156 and bringing the position to 2,480 shares worth $392K. The position accounts for 0.17% of the portfolio, ranked #65.

Matrix Private Capital Group first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Matrix Private Capital Group held 2,480 shares of Vanguard High Dividend Yield ETF worth $392K as of Q2 2026.
Matrix Private Capital Group bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.17% of Matrix Private Capital Group's portfolio in Q2 2026, its #65 holding.
Matrix Private Capital Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.