Private Capital Management (Florida)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Capital Management (Florida)’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	$1.2M	Buy	7,616 +590	+8%	+$92.2K	0.11%	102
2026 Q1	$1.04M	Buy	7,026 +687	+11%	+$103K	0.1%	98
2025 Q4	$910K	Buy	6,339 +142	+2%	+$20.2K	0.08%	101
2025 Q3	$874K	Buy	6,197 +756	+14%	+$104K	0.08%	101
2025 Q2	$725K	Buy	5,441 +199	+4%	+$25.2K	0.07%	103
2025 Q1	$676K	Buy	5,242 +1,492	+40%	+$195K	0.07%	97
2024 Q4	$478K	Buy	3,750 +431	+13%	+$56.2K	0.05%	100
2024 Q3	$426K	Buy	3,319 +24	+0.7%	+$2.96K	0.05%	103
2024 Q2	$391K	Sell	3,295 -59	-2%	-$7K	0.05%	107
2024 Q1	$406K	Buy	3,354 +226	+7%	+$25.9K	0.05%	104
2023 Q4	$349K	Buy	3,128 +518	+20%	+$54.4K	0.04%	117
2023 Q3	$270K	Buy	+2,610	New	+$280K	0.03%	125

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Capital Management (Florida)'s VYM Position: Q2 2026 in Review

Private Capital Management (Florida) increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.4% in Q2 2026, buying an estimated $92.2K and bringing the position to 7,616 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #102.

Private Capital Management (Florida) first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Private Capital Management (Florida) held 7,616 shares of Vanguard High Dividend Yield ETF worth $1.2M as of Q2 2026.
Private Capital Management (Florida) bought 590 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $92.2K.
Vanguard High Dividend Yield ETF made up 0.11% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #102 holding.
Private Capital Management (Florida) first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.