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

Morton 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	$1.44M	Buy	9,740 +478	+5%	+$71.9K	0.21%	37
2025 Q4	$1.33M	Buy	9,262 +2	+0%	+$284	0.2%	39
2025 Q3	$1.31M	Sell	9,260 -91	-1%	-$12.5K	0.21%	40
2025 Q2	$1.25M	Buy	9,351 +377	+4%	+$47.8K	0.22%	42
2025 Q1	$1.16M	Buy	8,974 +1,056	+13%	+$138K	0.22%	42
2024 Q4	$1.01M	Buy	7,918 +3	+0%	+$391	0.19%	46
2024 Q3	$1.01M	Buy	7,915 +3	+0%	+$370	0.2%	42
2024 Q2	$938K	Buy	7,912 +3	+0%	+$356	0.22%	41
2024 Q1	$957K	Buy	7,909 +364	+5%	+$41.7K	0.26%	39
2023 Q4	$842K	Buy	7,545 +25	+0.3%	+$2.63K	0.25%	39
2023 Q3	$777K	Hold	7,520	–	–	0.28%	37
2023 Q2	$798K	Sell	7,520 -4,750	-39%	-$498K	0.27%	38
2023 Q1	$1.29M	Buy	12,270 +4,000	+48%	+$430K	0.46%	21
2022 Q4	$895K	Hold	8,270	–	–	0.35%	31
2022 Q3	$785K	Buy	8,270 +1	+0%	+$104	0.36%	27
2022 Q2	$841K	Hold	8,269	–	–	0.37%	29
2022 Q1	$928K	Hold	8,269	–	–	0.38%	25
2021 Q4	$927K	Buy	+8,269	New	+$900K	0.38%	29

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

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

Morton Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.2% in Q1 2026, buying an estimated $71.9K and bringing the position to 9,740 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #37.

Morton Capital Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Morton Capital Management held 9,740 shares of Vanguard High Dividend Yield ETF worth $1.44M as of Q1 2026.
Morton Capital Management bought 478 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $71.9K.
Vanguard High Dividend Yield ETF made up 0.21% of Morton Capital Management's portfolio in Q1 2026, its #37 holding.
Morton Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.