OCM
VYM icon

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

Orleans 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 		$219K Hold
1,386
– – 0.11% 116
2026
Q1 		$205K Buy
+1,386
New +$208K 0.14% 102

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Orleans Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,386 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #116.

Orleans Capital Management first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Orleans Capital Management held 1,386 shares of Vanguard High Dividend Yield ETF worth $219K as of Q2 2026.
  • Orleans Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.11% of Orleans Capital Management's portfolio in Q2 2026, its #116 holding.
  • Orleans Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.