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

Purkiss 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 Q1	$868K	Buy	5,862 +17	+0.3%	+$2.56K	0.38%	68
2025 Q4	$839K	Buy	5,845 +13	+0.2%	+$1.85K	0.39%	55
2025 Q3	$822K	Sell	5,832 -103	-2%	-$14.2K	0.39%	58
2025 Q2	$791K	Buy	5,935 +1,430	+32%	+$181K	0.44%	51
2025 Q1	$581K	Buy	4,505 +2,145	+91%	+$281K	0.44%	47
2024 Q4	$301K	Buy	+2,360	New	+$308K	0.26%	70

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

Purkiss Capital Advisors's VYM Position: Q1 2026 in Review

Purkiss Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.29% in Q1 2026, buying an estimated $2.56K and bringing the position to 5,862 shares worth $868K. The position accounts for 0.38% of the portfolio, ranked #68.

Purkiss Capital Advisors first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Purkiss Capital Advisors held 5,862 shares of Vanguard High Dividend Yield ETF worth $868K as of Q1 2026.
Purkiss Capital Advisors bought 17 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.56K.
Vanguard High Dividend Yield ETF made up 0.38% of Purkiss Capital Advisors's portfolio in Q1 2026, its #68 holding.
Purkiss Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.