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

Rappaport Reiches 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
2025
Q1 		$200K Buy
+1,554
New +$203K 0.05% 121
2024
Q4 		– Sell
-1,704
Closed -$218K – 115
2024
Q3 		$218K Hold
1,704
– – 0.06% 104
2024
Q2 		$202K Buy
+1,704
New +$202K 0.06% 98

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rappaport Reiches Capital Management's VYM Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2025: 1,554 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings. This is a return to the name: Rappaport Reiches Capital Management previously reported a position in VYM as recently as Q3 2024.

Rappaport Reiches Capital Management first reported a position in VYM in Q2 2024 and has held it in 3 quarters since. The position peaked at $218K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,554 shares of Vanguard High Dividend Yield ETF worth $200K as of Q1 2025.
  • Vanguard High Dividend Yield ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
  • Vanguard High Dividend Yield ETF made up 0.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #121 holding.
  • Rappaport Reiches Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 3 quarters since.
  • Rappaport Reiches Capital Management's Vanguard High Dividend Yield ETF position peaked at $218K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.