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Raleigh Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Raleigh Capital Management’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 		– Sell
-520
Closed -$74.6K – 802
2025
Q4 		$74.6K Buy
+520
New +$74K 0.03% 250

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LPL Financial
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Wells Fargo
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JP Morgan Chase
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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raleigh Capital Management's VYM Position: Q1 2026 in Review

Raleigh Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 520 shares — an estimated $74.6K sold.

Raleigh Capital Management first reported a position in VYM in Q4 2025 and held it in 1 quarter. The position peaked at $74.6K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Raleigh Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 520 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $74.6K.
  • Raleigh Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and held it in 1 quarter.
  • Raleigh Capital Management's Vanguard High Dividend Yield ETF position peaked at $74.6K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.