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Prosperity Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prosperity Capital Advisors’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 		$1.17M Sell
7,385
-25,675
-78% -$4.01M 0.06% 177
2026
Q1 		$4.9M Sell
33,060
-11,353
-26% -$1.71M 0.28% 70
2025
Q4 		$6.37M Buy
44,413
+32,821
+283% +$4.67M 0.38% 50
2025
Q3 		$1.63M Sell
11,592
-39,347
-77% -$5.41M 0.09% 137
2025
Q2 		$6.79M Buy
50,939
+39,331
+339% +$4.98M 0.44% 47
2025
Q1 		$1.49M Buy
11,608
+2,385
+26% +$312K 0.12% 122
2024
Q4 		$1.18M Sell
9,223
-29,090
-76% -$3.79M 0.1% 145
2024
Q3 		$4.91M Buy
38,313
+27,796
+264% +$3.43M 0.42% 46
2024
Q2 		$1.25M Buy
10,517
+1,339
+15% +$159K 0.14% 113
2024
Q1 		$1.11M Sell
9,178
-735
-7% -$84.2K 0.13% 128
2023
Q4 		$1.11M Sell
9,913
-1,371
-12% -$144K 0.12% 93
2023
Q3 		$1.17M Buy
11,284
+1,257
+13% +$135K 0.15% 82
2023
Q2 		$1.06M Buy
10,027
+1,730
+21% +$181K 0.15% 84
2023
Q1 		$871K Sell
8,297
-1,265
-13% -$136K 0.13% 77
2022
Q4 		$1.03M Buy
+9,562
New +$1.02M 0.32% 56

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

Prosperity Capital Advisors's VYM Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 78% in Q2 2026, selling an estimated $4.01M and leaving 7,385 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #177.

Prosperity Capital Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.79M in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Prosperity Capital Advisors held 7,385 shares of Vanguard High Dividend Yield ETF worth $1.17M as of Q2 2026.
  • Prosperity Capital Advisors sold 25,675 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.01M.
  • Vanguard High Dividend Yield ETF made up 0.06% of Prosperity Capital Advisors's portfolio in Q2 2026, its #177 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $6.79M in Q2 2025.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.