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

Optima 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
2026
Q1 		$420K Buy
2,835
+291
+11% +$43.8K 0.19% 103
2025
Q4 		$365K Buy
2,544
+16
+0.6% +$2.28K 0.16% 109
2025
Q3 		$356K Buy
2,528
+241
+11% +$33.1K 0.17% 107
2025
Q2 		$305K Sell
2,287
-74
-3% -$9.38K 0.16% 125
2025
Q1 		$304K Sell
2,361
-1,317
-36% -$172K 0.19% 105
2024
Q4 		$469K Buy
+3,678
New +$480K 0.32% 86

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

Optima Capital's VYM Position: Q1 2026 in Review

Optima Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q1 2026, buying an estimated $43.8K and bringing the position to 2,835 shares worth $420K. The position accounts for 0.19% of the portfolio, ranked #103.

Optima Capital first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $469K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Optima Capital held 2,835 shares of Vanguard High Dividend Yield ETF worth $420K as of Q1 2026.
  • Optima Capital bought 291 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $43.8K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Optima Capital's portfolio in Q1 2026, its #103 holding.
  • Optima Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • Optima Capital's Vanguard High Dividend Yield ETF position peaked at $469K in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.