Running Point Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Running Point 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
2025 Q4	$21.5K	Hold	150	–	–	0.01%	164
2025 Q3	$21.1K	Hold	150	–	–	0.01%	170
2025 Q2	$20K	Hold	150	–	–	0.01%	161
2025 Q1	$19.3K	Hold	150	–	–	0.01%	151
2024 Q4	$19.1K	Hold	150	–	–	0.01%	140
2024 Q3	$19.2K	Hold	150	–	–	0.01%	129
2024 Q2	$17.8K	Hold	150	–	–	0.01%	124
2024 Q1	$18.1K	Hold	150	–	–	0.01%	121
2023 Q4	$16.7K	Hold	150	–	–	0.01%	132
2023 Q3	$15.5K	Hold	150	–	–	0.01%	127
2023 Q2	$15.9K	Hold	150	–	–	0.01%	129
2023 Q1	$15.8K	Hold	150	–	–	0.01%	127
2022 Q4	$16.2K	Hold	150	–	–	0.01%	186
2022 Q3	$14K	Buy	+150	New	+$15.6K	0.01%	192
2021 Q4	–	Sell	-3,813	Closed	-$394K	–	181
2021 Q3	$394K	Buy	3,813 +150	+4%	+$15.9K	0.17%	75
2021 Q2	$384K	Hold	3,663	–	–	0.17%	69
2021 Q1	$370K	Hold	3,663	–	–	0.2%	63
2020 Q4	$335K	Buy	+3,663	New	+$318K	0.2%	59

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Running Point Capital Advisors's VYM Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2025 at 150 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #164.

Running Point Capital Advisors first reported a position in VYM in Q4 2020 and has held it in 18 quarters since. The position peaked at $394K in Q3 2021. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Running Point Capital Advisors held 150 shares of Vanguard High Dividend Yield ETF worth $21.5K as of Q4 2025.
Running Point Capital Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2025.
Vanguard High Dividend Yield ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #164 holding.
Running Point Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 18 quarters since.
Running Point Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $394K in Q3 2021.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.