Pacific Capital Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pacific Capital Wealth Advisors’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	$28.9M	Sell	182,780 -7,043	-4%	-$1.1M	4.35%	6
2026 Q1	$28.1M	Sell	189,823 -1,598	-0.8%	-$240K	4.72%	5
2025 Q4	$27.5M	Sell	191,421 -1,524	-0.8%	-$217K	4.71%	5
2025 Q3	$27.2M	Buy	192,945 +1,670	+0.9%	+$229K	4.71%	5
2025 Q2	$25.8M	Sell	191,275 -32,141	-14%	-$4.07M	4.73%	5
2025 Q1	$28.8M	Buy	223,416 +2,984	+1%	+$391K	4.98%	6
2024 Q4	$28.1M	Buy	220,432 +16,877	+8%	+$2.2M	4.7%	6
2024 Q3	$26.1M	Sell	203,555 -790	-0.4%	-$97.5K	4.39%	6
2024 Q2	$24.2M	Buy	204,345 +50,461	+33%	+$5.98M	4.42%	6
2024 Q1	$18.6M	Buy	153,884 +52	+0%	+$5.96K	4.38%	7
2023 Q4	$17.2M	Sell	153,832 -8,236	-5%	-$865K	4.35%	7
2023 Q3	$16.7M	Sell	162,068 -16,739	-9%	-$1.8M	4.69%	6
2023 Q2	$19M	Buy	178,807 +3,001	+2%	+$315K	4.81%	6
2023 Q1	$18.5M	Sell	175,806 -12,147	-6%	-$1.31M	4.77%	6
2022 Q4	$20.3M	Buy	187,953 +5,425	+3%	+$577K	5.26%	5
2022 Q3	$17.3M	Buy	182,528 +21,337	+13%	+$2.22M	4.72%	6
2022 Q2	$16.4M	Buy	161,191 +48,219	+43%	+$5.23M	4.54%	6
2022 Q1	$12.7M	Buy	112,972 +38,129	+51%	+$4.25M	3.62%	7
2021 Q4	$8.39M	Buy	74,843 +14,651	+24%	+$1.59M	2.42%	10
2021 Q3	$6.22M	Buy	60,192 +8,085	+16%	+$855K	1.98%	14
2021 Q2	$5.46M	Buy	52,107 +395	+0.8%	+$41.5K	2.75%	11
2021 Q1	$5.23M	Buy	51,712 +1,635	+3%	+$158K	2.91%	13
2020 Q4	$4.58M	Sell	50,077 -5,308	-10%	-$461K	2.6%	15
2020 Q3	$4.48M	Buy	55,385 +1,919	+4%	+$157K	2.66%	14
2020 Q2	$4.21M	Buy	53,466 +238	+0.4%	+$18.5K	2.86%	14
2020 Q1	$3.77M	Buy	53,228 +2,908	+6%	+$250K	2.85%	15
2019 Q4	$4.71M	Buy	+50,320	New	+$4.56M	3.15%	12

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

Pacific Capital Wealth Advisors's VYM Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q2 2026, selling an estimated $1.1M and leaving 182,780 shares worth $28.9M. The position accounts for 4.35% of the portfolio, ranked #6.

Pacific Capital Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Pacific Capital Wealth Advisors held 182,780 shares of Vanguard High Dividend Yield ETF worth $28.9M as of Q2 2026.
Pacific Capital Wealth Advisors sold 7,043 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.1M.
Vanguard High Dividend Yield ETF made up 4.35% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.