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 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 $1.37T 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

Private Capital Management (Florida)'s VYM Position: Q1 2026 in Review

Private Capital Management (Florida) increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q1 2026, buying an estimated $103K and bringing the position to 7,026 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #98.

Private Capital Management (Florida) first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Private Capital Management (Florida) held 7,026 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q1 2026.
Private Capital Management (Florida) bought 687 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $103K.
Vanguard High Dividend Yield ETF made up 0.1% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #98 holding.
Private Capital Management (Florida) first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.