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

Next 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	$1.21M	Buy	8,193 +415	+5%	+$62.4K	0.37%	51
2025 Q4	$1.12M	Hold	7,778	–	–	0.36%	52
2025 Q3	$1.1M	Hold	7,778	–	–	0.37%	54
2025 Q2	$1.04M	Hold	7,778	–	–	0.38%	53
2025 Q1	$1M	Hold	7,778	–	–	0.48%	48
2024 Q4	$992K	Hold	7,778	–	–	0.4%	53
2024 Q3	$997K	Buy	7,778 +404	+5%	+$49.9K	0.41%	54
2024 Q2	$875K	Sell	7,374 -6,079	-45%	-$721K	0.37%	58
2024 Q1	$1.63M	Buy	13,453 +26	+0.2%	+$2.98K	0.66%	35
2023 Q4	$1.5M	Buy	+13,427	New	+$1.41M	0.64%	34

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

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

Next Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.3% in Q1 2026, buying an estimated $62.4K and bringing the position to 8,193 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #51.

Next Capital Management first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Next Capital Management held 8,193 shares of Vanguard High Dividend Yield ETF worth $1.21M as of Q1 2026.
Next Capital Management bought 415 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $62.4K.
Vanguard High Dividend Yield ETF made up 0.37% of Next Capital Management's portfolio in Q1 2026, its #51 holding.
Next Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Next Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.63M in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.