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 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

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

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

Passive Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,326 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #62.

Passive Capital Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $493K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Passive Capital Management held 3,326 shares of Vanguard High Dividend Yield ETF worth $477K as of Q2 2026.
Passive Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.15% of Passive Capital Management's portfolio in Q2 2026, its #62 holding.
Passive Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Passive Capital Management's Vanguard High Dividend Yield ETF position peaked at $493K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.