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

Napatree Capital’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
2025
Q1 		$1.2M Buy
9,315
+1,287
+16% +$168K 0.68% 38
2024
Q4 		$1.02M Buy
8,028
+2,600
+48% +$339K 0.6% 38
2024
Q3 		$696K Buy
5,428
+3,079
+131% +$380K 0.49% 68
2024
Q2 		$279K Sell
2,349
-2,204
-48% -$261K 0.23% 111
2024
Q1 		$530K Sell
4,553
-97
-2% -$11.1K 0.51% 74
2023
Q4 		$519K Buy
+4,650
New +$489K 0.52% 73

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Napatree Capital's VYM Position: Q1 2025 in Review

Napatree Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q1 2025, buying an estimated $168K and bringing the position to 9,315 shares worth $1.2M. The position accounts for 0.68% of the portfolio, ranked #38.

Napatree Capital first reported a position in VYM in Q4 2023 and has held it in 6 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Napatree Capital held 9,315 shares of Vanguard High Dividend Yield ETF worth $1.2M as of Q1 2025.
  • Napatree Capital bought 1,287 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $168K.
  • Vanguard High Dividend Yield ETF made up 0.68% of Napatree Capital's portfolio in Q1 2025, its #38 holding.
  • Napatree Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.