Passive Capital Management
VYM icon

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

Passive 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
Q3 		$509K Sell
3,277
-49
-1% -$7.94K 0.15% 64
2026
Q2 		$477K Hold
3,326
– – 0.15% 62
2026
Q1 		$493K Hold
3,326
– – 0.15% 59
2025
Q4 		$477K Hold
3,326
– – 0.15% 62
2025
Q3 		$469K Hold
3,326
– – 0.15% 58
2025
Q2 		$448K Hold
3,326
– – 0.14% 58
2025
Q1 		$429K Buy
+3,326
New +$435K 0.14% 59

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Passive Capital Management's VYM Position: Q3 2026 in Review

Passive Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q3 2026, selling an estimated $7.94K and leaving 3,277 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #64.

Passive Capital Management first reported a position in VYM in Q1 2025 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Passive Capital Management held 3,277 shares of Vanguard High Dividend Yield ETF worth $509K as of Q3 2026.
  • Passive Capital Management sold 49 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $7.94K.
  • Vanguard High Dividend Yield ETF made up 0.15% of Passive Capital Management's portfolio in Q3 2026, its #64 holding.
  • Passive Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Passive Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.