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Piedmont Capital Management (Montana)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Piedmont Capital Management (Montana)’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 		$26.1M Buy
164,700
+877
+0.5% +$137K 13.17% 2
2026
Q1 		$24.3M Sell
163,823
-470
-0.3% -$70.7K 12.36% 1
2025
Q4 		$23.6M Sell
164,293
-653
-0.4% -$92.9K 12.03% 3
2025
Q3 		$23.2M Sell
164,946
-4,157
-2% -$571K 12.25% 2
2025
Q2 		$22.5M Buy
169,103
+1,099
+0.7% +$139K 13.04% 1
2025
Q1 		$19.3M Buy
168,004
+5,767
+4% +$755K 13.84% 2
2024
Q4 		$20.7M Buy
162,237
+1,615
+1% +$211K 12.48% 2
2024
Q3 		$21.1M Sell
160,622
-5,409
-3% -$668K 12.75% 2
2024
Q2 		$19.9M Hold
166,031
– – 13.51% 2
2024
Q1 		$19.9M Sell
166,031
-2,916
-2% -$334K 13.51% 2
2023
Q4 		$18.9M Sell
168,947
-627
-0.4% -$65.9K 13.74% 2
2023
Q3 		$17.5M Sell
169,574
-2,784
-2% -$299K 13.97% 2
2023
Q2 		$18.3M Sell
172,358
-770
-0.4% -$80.8K 13.87% 2
2023
Q1 		$18.2M Sell
173,128
-192,185
-53% -$20.7M 14.56% 2
2022
Q4 		$39.5M Sell
365,313
-687
-0.2% -$73.1K 33.11% 1
2022
Q3 		$35M Sell
366,000
-2,545
-0.7% -$265K 31.55% 1
2022
Q2 		$37.5M Buy
368,545
+1,289
+0.4% +$140K 38.5% 1
2022
Q1 		$41.5M Buy
367,256
+244,546
+199% +$27.3M 31.17% 1
2021
Q4 		$13.8M Buy
122,710
+2,289
+2% +$249K 10.81% 2
2021
Q3 		$12.8M Sell
120,421
-2,117
-2% -$224K 10.23% 2
2021
Q2 		$12.9M Buy
122,538
+2,488
+2% +$261K 10.72% 3
2021
Q1 		$12.2M Buy
120,050
+3,590
+3% +$346K 11.39% 2
2020
Q4 		$10.7M Buy
+116,460
New +$10.1M 10.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Piedmont Capital Management (Montana)'s VYM Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q2 2026, buying an estimated $137K and bringing the position to 164,700 shares worth $26.1M. The position accounts for 13.17% of the portfolio, ranked #2.

Piedmont Capital Management (Montana) first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $41.5M in Q1 2022. 2,047 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Piedmont Capital Management (Montana) held 164,700 shares of Vanguard High Dividend Yield ETF worth $26.1M as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 877 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $137K.
  • Vanguard High Dividend Yield ETF made up 13.17% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #2 holding.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s Vanguard High Dividend Yield ETF position peaked at $41.5M in Q1 2022.
  • 2,047 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.