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

Pallas Capital 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 Q1	$3M	Sell	20,269 -467	-2%	-$70.2K	0.11%	154
2025 Q4	$2.98M	Sell	20,736 -512	-2%	-$72.8K	0.1%	161
2025 Q3	$2.99M	Buy	21,248 +300	+1%	+$41.2K	0.11%	147
2025 Q2	$2.79M	Buy	20,948 +574	+3%	+$72.7K	0.11%	145
2025 Q1	$2.63M	Buy	20,374 +1,185	+6%	+$155K	0.11%	157
2024 Q4	$2.45M	Buy	19,189 +376	+2%	+$49K	0.1%	145
2024 Q3	$2.44M	Buy	18,813 +3,014	+19%	+$372K	0.1%	141
2024 Q2	$1.95M	Buy	15,799 +1,616	+11%	+$192K	0.09%	154
2024 Q1	$1.72M	Buy	14,183 +3,027	+27%	+$347K	0.07%	165
2023 Q4	$1.25M	Sell	11,156 -5,995	-35%	-$630K	0.07%	185
2023 Q3	$1.71M	Buy	17,151 +1,427	+9%	+$153K	0.1%	148
2023 Q2	$1.68M	Buy	15,724 +13,228	+530%	+$1.39M	0.08%	137
2023 Q1	$268K	Buy	+2,496	New	+$268K	0.03%	230

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pallas Capital Advisors's VYM Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q1 2026, selling an estimated $70.2K and leaving 20,269 shares worth $3M. The position accounts for 0.11% of the portfolio, ranked #154.

Pallas Capital Advisors first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Pallas Capital Advisors held 20,269 shares of Vanguard High Dividend Yield ETF worth $3M as of Q1 2026.
Pallas Capital Advisors sold 467 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $70.2K.
Vanguard High Dividend Yield ETF made up 0.11% of Pallas Capital Advisors's portfolio in Q1 2026, its #154 holding.
Pallas Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.