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 Q2	$1.31M	Buy	8,289 +2,427	+41%	+$379K	0.5%	46
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 $1.55T 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

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

Purkiss Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 41% in Q2 2026, buying an estimated $379K and bringing the position to 8,289 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #46.

Purkiss Capital Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,065 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Purkiss Capital Advisors held 8,289 shares of Vanguard High Dividend Yield ETF worth $1.31M as of Q2 2026.
Purkiss Capital Advisors bought 2,427 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $379K.
Vanguard High Dividend Yield ETF made up 0.5% of Purkiss Capital Advisors's portfolio in Q2 2026, its #46 holding.
Purkiss Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,065 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.