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

RMR 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	$418K	Hold	2,643	–	–	0.29%	55
2026 Q1	$391K	Buy	2,643 +338	+15%	+$50.8K	0.28%	53
2025 Q4	$331K	Hold	2,305	–	–	0.24%	59
2025 Q3	$325K	Buy	2,305 +223	+11%	+$30.6K	0.23%	62
2025 Q2	$278K	Sell	2,082 -494	-19%	-$62.6K	0.2%	65
2025 Q1	$332K	Sell	2,576 -31	-1%	-$4.06K	0.24%	65
2024 Q4	$333K	Hold	2,607	–	–	0.25%	60
2024 Q3	$334K	Hold	2,607	–	–	0.27%	58
2024 Q2	$309K	Sell	2,607 -30	-1%	-$3.56K	0.28%	55
2024 Q1	$319K	Sell	2,637 -920	-26%	-$105K	0.29%	55
2023 Q4	$397K	Buy	+3,557	New	+$374K	0.45%	47

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RMR Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,643 shares worth $418K. The position accounts for 0.29% of the portfolio, ranked #55.

RMR Capital Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

RMR Capital Management held 2,643 shares of Vanguard High Dividend Yield ETF worth $418K as of Q2 2026.
RMR Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.29% of RMR Capital Management's portfolio in Q2 2026, its #55 holding.
RMR Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
1,292 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.