Pitcairn’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pitcairn’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 Q4	–	Sell	-5,603	Closed	-$790K	–	584
2025 Q3	$790K	Sell	5,603 -570	-9%	-$78.3K	0.06%	254
2025 Q2	$823K	Hold	6,173	–	–	0.05%	297
2025 Q1	$796K	Hold	6,173	–	–	0.05%	308
2024 Q4	$788K	Hold	6,173	–	–	0.05%	304
2024 Q3	$791K	Buy	6,173 +4,075	+194%	+$503K	0.05%	312
2024 Q2	$249K	Sell	2,098 -62	-3%	-$7.35K	0.02%	639
2024 Q1	$261K	Hold	2,160	–	–	0.02%	622
2023 Q4	$241K	Hold	2,160	–	–	0.02%	599
2023 Q3	$223K	Hold	2,160	–	–	0.02%	581
2023 Q2	$229K	Sell	2,160 -3,573	-62%	-$375K	0.02%	590
2023 Q1	$605K	Buy	+5,733	New	+$617K	0.06%	297
2016 Q2	–	Sell	-7,328	Closed	-$506K	–	483
2016 Q1	$506K	Buy	+7,328	New	+$480K	0.06%	226

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pitcairn's VYM Position: Q4 2025 in Review

Pitcairn sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 5,603 shares — an estimated $790K sold.

Pitcairn first reported a position in VYM in Q1 2016 and held it in 12 quarters. The position peaked at $823K in Q2 2025. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Pitcairn reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 5,603 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $790K.
Pitcairn first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and held it in 12 quarters.
Pitcairn's Vanguard High Dividend Yield ETF position peaked at $823K in Q2 2025.
1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.