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 Q2	$1.34M	Buy	8,505 +312	+4%	+$48.8K	0.36%	52
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Next Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.8% in Q2 2026, buying an estimated $48.8K and bringing the position to 8,505 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #52.

Next Capital Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Next Capital Management held 8,505 shares of Vanguard High Dividend Yield ETF worth $1.34M as of Q2 2026.
Next Capital Management bought 312 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $48.8K.
Vanguard High Dividend Yield ETF made up 0.36% of Next Capital Management's portfolio in Q2 2026, its #52 holding.
Next Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Next Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.63M in Q1 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.