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

Poehling 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	$1.23M	Hold	8,276	–	–	0.26%	77
2025 Q4	$1.19M	Hold	8,276	–	–	0.24%	76
2025 Q3	$1.17M	Hold	8,276	–	–	0.25%	76
2025 Q2	$1.1M	Hold	8,276	–	–	0.26%	73
2025 Q1	$1.07M	Hold	8,276	–	–	0.27%	76
2024 Q4	$1.06M	Hold	8,276	–	–	0.26%	79
2024 Q3	$1.06M	Hold	8,276	–	–	0.27%	74
2024 Q2	$982K	Hold	8,276	–	–	0.27%	71
2024 Q1	$1M	Hold	8,276	–	–	0.27%	73
2023 Q4	$924K	Sell	8,276 -1,000	-11%	-$105K	0.29%	70
2023 Q3	$958K	Hold	9,276	–	–	0.34%	66
2023 Q2	$984K	Sell	9,276 -1,000	-10%	-$105K	0.33%	69
2023 Q1	$1.08M	Hold	10,276	–	–	0.37%	70
2022 Q4	$1.11M	Hold	10,276	–	–	0.42%	65
2022 Q3	$975K	Hold	10,276	–	–	0.41%	62
2022 Q2	$1.04M	Hold	10,276	–	–	0.39%	56
2022 Q1	$1.15M	Hold	10,276	–	–	0.36%	69
2021 Q4	$1.15M	Hold	10,276	–	–	0.37%	70
2021 Q3	$1.06M	Hold	10,276	–	–	0.36%	76
2021 Q2	$1.08M	Buy	10,276 +50	+0.5%	+$5.25K	0.34%	80
2021 Q1	$1.03M	Hold	10,226	–	–	0.36%	81
2020 Q4	$936K	Hold	10,226	–	–	0.37%	80
2020 Q3	$828K	Sell	10,226 -24	-0.2%	-$1.97K	0.43%	72
2020 Q2	$807K	Buy	10,250 +24	+0.2%	+$1.87K	0.43%	65
2020 Q1	$723K	Buy	10,226 +7,300	+249%	+$627K	0.53%	49
2019 Q4	$274K	Hold	2,926	–	–	0.18%	90
2019 Q3	$260K	Hold	2,926	–	–	0.19%	87
2019 Q2	$256K	Hold	2,926	–	–	0.17%	93
2019 Q1	$251K	Hold	2,926	–	–	0.18%	91
2018 Q4	$228K	Hold	2,926	–	–	0.22%	87
2018 Q3	$255K	Buy	2,926 +100	+4%	+$8.65K	0.18%	90
2018 Q2	$235K	Sell	2,826 -100	-3%	-$8.37K	0.21%	85
2018 Q1	$241K	Hold	2,926	–	–	0.19%	86
2017 Q4	$251K	Buy	+2,926	New	+$245K	0.21%	84

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

Poehling Capital Management's VYM Position: Q1 2026 in Review

Poehling Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 8,276 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #77.

Poehling Capital Management first reported a position in VYM in Q4 2017 and has held it in 34 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Poehling Capital Management held 8,276 shares of Vanguard High Dividend Yield ETF worth $1.23M as of Q1 2026.
Poehling Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.26% of Poehling Capital Management's portfolio in Q1 2026, its #77 holding.
Poehling Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 34 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.