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Naples Global Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Naples Global Advisors’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 		$342K Buy
2,311
+227
+11% +$34.1K 0.03% 374
2025
Q4 		$299K Sell
2,084
-1,316
-39% -$187K 0.02% 382
2025
Q3 		$479K Buy
+3,400
New +$467K 0.04% 326
2025
Q1 		– Sell
-2,043
Closed -$261K – 410
2024
Q4 		$261K Sell
2,043
-48
-2% -$6.26K 0.02% 363
2024
Q3 		$268K Buy
2,091
+52
+3% +$6.42K 0.02% 361
2024
Q2 		$242K Buy
2,039
+2
+0.1% +$237 0.02% 365
2024
Q1 		$246K Buy
2,037
+7
+0.3% +$802 0.03% 367
2023
Q4 		$227K Sell
2,030
-890
-30% -$93.5K 0.02% 375
2023
Q3 		$302K Sell
2,920
-263
-8% -$28.2K 0.04% 336
2023
Q2 		$338K Buy
3,183
+138
+5% +$14.5K 0.04% 327
2023
Q1 		$321K Buy
3,045
+275
+10% +$29.6K 0.04% 329
2022
Q4 		$300K Sell
2,770
-203
-7% -$21.6K 0.04% 328
2022
Q3 		$282K Hold
2,973
– – 0.04% 322
2022
Q2 		$302K Hold
2,973
– – 0.04% 318
2022
Q1 		$334K Sell
2,973
-50
-2% -$5.58K 0.04% 324
2021
Q4 		$339K Hold
3,023
– – 0.04% 326
2021
Q3 		$312K Hold
3,023
– – 0.04% 328
2021
Q2 		$317K Buy
+3,023
New +$317K 0.04% 320
2019
Q4 		– Sell
-2,856
Closed -$253K – 329
2019
Q3 		$253K Buy
+2,856
New +$250K 0.06% 281

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Naples Global Advisors's VYM Position: Q1 2026 in Review

Naples Global Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q1 2026, buying an estimated $34.1K and bringing the position to 2,311 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #374.

Naples Global Advisors first reported a position in VYM in Q3 2019 and has held it in 19 quarters since. The position peaked at $479K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Naples Global Advisors held 2,311 shares of Vanguard High Dividend Yield ETF worth $342K as of Q1 2026.
  • Naples Global Advisors bought 227 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $34.1K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Naples Global Advisors's portfolio in Q1 2026, its #374 holding.
  • Naples Global Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 19 quarters since.
  • Naples Global Advisors's Vanguard High Dividend Yield ETF position peaked at $479K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.