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

Richardson 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
Q2 		$592K Buy
3,744
+8
+0.2% +$1.25K 0.25% 20
2026
Q1 		$553K Sell
3,736
-7,592
-67% -$1.14M 0.27% 19
2025
Q4 		$1.63M Buy
11,328
+9
+0.1% +$1.28K 0.82% 10
2025
Q3 		$1.6M Sell
11,319
-26
-0.2% -$3.57K 0.76% 11
2025
Q2 		$1.51M Buy
11,345
+12
+0.1% +$1.52K 0.79% 10
2025
Q1 		$1.46M Buy
11,333
+12
+0.1% +$1.57K 0.91% 9
2024
Q4 		$1.44M Buy
11,321
+55
+0.5% +$7.17K 0.92% 9
2024
Q3 		$1.44M Buy
11,266
+14
+0.1% +$1.73K 1.01% 8
2024
Q2 		$1.33M Buy
+11,252
New +$1.33M 1.03% 8
2024
Q1 		– Sell
-3,622
Closed -$404K – 185
2023
Q4 		$404K Buy
+3,622
New +$381K 0.39% 9

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Richardson Capital Management's VYM Position: Q2 2026 in Review

Richardson Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.21% in Q2 2026, buying an estimated $1.25K and bringing the position to 3,744 shares worth $592K. The position accounts for 0.25% of the portfolio, ranked #20.

Richardson Capital Management first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Richardson Capital Management held 3,744 shares of Vanguard High Dividend Yield ETF worth $592K as of Q2 2026.
  • Richardson Capital Management bought 8 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.25K.
  • Vanguard High Dividend Yield ETF made up 0.25% of Richardson Capital Management's portfolio in Q2 2026, its #20 holding.
  • Richardson Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.63M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.