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

Per Stirling 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	$493K	Buy	3,329 +116	+4%	+$17.4K	0.05%	201
2025 Q4	$461K	Buy	3,213 +371	+13%	+$52.8K	0.05%	192
2025 Q3	$401K	Buy	2,842 +17	+0.6%	+$2.34K	0.05%	204
2025 Q2	$377K	Buy	2,825 +19	+0.7%	+$2.41K	0.05%	197
2025 Q1	$362K	Buy	2,806 +18	+0.6%	+$2.36K	0.05%	196
2024 Q4	$356K	Sell	2,788 -5,169	-65%	-$674K	0.05%	203
2024 Q3	$1.02M	Buy	7,957 +542	+7%	+$66.9K	0.14%	118
2024 Q2	$879K	Buy	+7,415	New	+$879K	0.14%	108

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

Per Stirling Capital Management's VYM Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q1 2026, buying an estimated $17.4K and bringing the position to 3,329 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #201.

Per Stirling Capital Management first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Per Stirling Capital Management held 3,329 shares of Vanguard High Dividend Yield ETF worth $493K as of Q1 2026.
Per Stirling Capital Management bought 116 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $17.4K.
Vanguard High Dividend Yield ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q1 2026, its #201 holding.
Per Stirling Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
Per Stirling Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.02M in Q3 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.