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

Osbon 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 		$73.8K Sell
499
-67
-12% -$10.1K 0.06% 129
2025
Q4 		$81.3K Buy
+566
New +$80.5K 0.08% 96
2019
Q2 		$387K Buy
+4,427
New +$383K 0.41% 34

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

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

Osbon Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q1 2026, selling an estimated $10.1K and leaving 499 shares worth $73.8K. The position accounts for 0.06% of the portfolio, ranked #129.

Osbon Capital Management first reported a position in VYM in Q2 2019 and has held it in 3 quarters since. The position peaked at $387K in Q2 2019. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Osbon Capital Management held 499 shares of Vanguard High Dividend Yield ETF worth $73.8K as of Q1 2026.
  • Osbon Capital Management sold 67 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Osbon Capital Management's portfolio in Q1 2026, its #129 holding.
  • Osbon Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 3 quarters since.
  • Osbon Capital Management's Vanguard High Dividend Yield ETF position peaked at $387K in Q2 2019.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.