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

Permanens Capital’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
2025
Q1 		– Sell
-2,170
Closed -$277K – 64
2024
Q4 		$277K Buy
+2,170
New +$283K 0.05% 49
2018
Q1 		– Sell
-234,367
Closed -$20.1M – 26
2017
Q4 		$20.1M Sell
234,367
-51,118
-18% -$4.27M 7.43% 9
2017
Q3 		$23.1M Sell
285,485
-22,482
-7% -$1.78M 8.33% 8
2017
Q2 		$24.1M Sell
307,967
-186,545
-38% -$14.5M 8.67% 5
2017
Q1 		$38.4M Buy
494,512
+12,782
+3% +$986K 14.32% 2
2016
Q4 		$36.5M Sell
481,730
-193,874
-29% -$14.2M 15.41% 2
2016
Q3 		$48.7M Buy
675,604
+238,413
+55% +$17.3M 23.75% 2
2016
Q2 		$31.2M Sell
437,191
-614,478
-58% -$42.9M 19.02% 2
2016
Q1 		$72.6M Buy
1,051,669
+99,155
+10% +$6.49M 37.56% 1
2015
Q4 		$63.6M Buy
952,514
+252,414
+36% +$16.9M 26.76% 1
2015
Q3 		$43.9M Buy
700,100
+375,822
+116% +$24.7M 26.92% 1
2015
Q2 		$21.8M Sell
324,278
-55,232
-15% -$3.83M 19.1% 4
2015
Q1 		$25.9M Sell
379,510
-144,052
-28% -$9.9M 25.54% 1
2014
Q4 		$36M Buy
523,562
+325,352
+164% +$22.1M 37.07% 2
2014
Q3 		$13.2M Sell
198,210
-56,465
-22% -$3.77M 18.67% 3
2014
Q2 		$16.9M Sell
254,675
-179,241
-41% -$11.6M 19.11% 3
2014
Q1 		$27.4M Sell
433,916
-17,917
-4% -$1.1M 30.58% 1
2013
Q4 		$28.2M Buy
+451,833
New +$27.3M 26.04% 2

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Permanens Capital's VYM Position: Q1 2025 in Review

Permanens Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 2,170 shares — an estimated $277K sold.

Permanens Capital first reported a position in VYM in Q4 2013 and held it in 18 quarters. The position peaked at $72.6M in Q1 2016. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Permanens Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Permanens Capital sold 2,170 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $277K.
  • Permanens Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 18 quarters.
  • Permanens Capital's Vanguard High Dividend Yield ETF position peaked at $72.6M in Q1 2016.
  • 1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Permanens Capital's 13F filing for Q1 2025, filed 15 May 2025.