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

Monument 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	–	Sell	-14,476	Closed	-$2.14M	–	282
2026 Q1	$2.14M	Sell	14,476 -5,998	-29%	-$902K	0.54%	73
2025 Q4	$2.94M	Buy	+20,474	New	+$2.91M	0.73%	55
2022 Q2	–	Sell	-5,412	Closed	-$607K	–	156
2022 Q1	$607K	Sell	5,412 -5,467	-50%	-$610K	0.2%	94
2021 Q4	$1.22M	Buy	+10,879	New	+$1.18M	0.38%	73
2020 Q1	–	Sell	-2,160	Closed	-$202K	–	85
2019 Q4	$202K	Buy	+2,160	New	+$196K	0.1%	86

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

Monument Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 14,476 shares — an estimated $2.14M sold.

Monument Capital Management first reported a position in VYM in Q4 2019 and held it in 5 quarters. The position peaked at $2.94M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Monument Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Monument Capital Management sold 14,476 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.14M.
Monument Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 5 quarters.
Monument Capital Management's Vanguard High Dividend Yield ETF position peaked at $2.94M in Q4 2025.
1,080 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.