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Safe Harbor Family Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Safe Harbor Family Capital’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 		$9.77M Sell
61,838
-235
-0.4% -$36.7K 6.53% 4
2026
Q1 		$9.19M Buy
62,073
+8,100
+15% +$1.22M 7.19% 4
2025
Q4 		$7.75M Buy
+53,973
New +$7.68M 6.81% 5

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Safe Harbor Family Capital's VYM Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.38% in Q2 2026, selling an estimated $36.7K and leaving 61,838 shares worth $9.77M. The position accounts for 6.53% of the portfolio, ranked #4.

Safe Harbor Family Capital first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Safe Harbor Family Capital held 61,838 shares of Vanguard High Dividend Yield ETF worth $9.77M as of Q2 2026.
  • Safe Harbor Family Capital sold 235 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard High Dividend Yield ETF made up 6.53% of Safe Harbor Family Capital's portfolio in Q2 2026, its #4 holding.
  • Safe Harbor Family Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.