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Sage Rhino Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sage Rhino 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 		$7.8M Sell
49,333
-2,526
-5% -$395K 1.26% 23
2026
Q1 		$7.68M Sell
51,859
-679
-1% -$102K 1.44% 20
2025
Q4 		$7.54M Sell
52,538
-904
-2% -$129K 1.42% 18
2025
Q3 		$7.53M Sell
53,442
-806
-1% -$111K 1.46% 18
2025
Q2 		$7.23M Buy
54,248
+1,190
+2% +$151K 1.53% 21
2025
Q1 		$6.84M Sell
53,058
-526
-1% -$68.9K 1.59% 16
2024
Q4 		$6.84M Sell
53,584
-326
-0.6% -$42.5K 1.49% 21
2024
Q3 		$6.91M Sell
53,910
-777
-1% -$95.9K 1.53% 18
2024
Q2 		$6.49M Sell
54,687
-301
-0.5% -$35.7K 1.55% 17
2024
Q1 		$6.65M Buy
54,988
+104
+0.2% +$11.9K 1.57% 17
2023
Q4 		$6.13M Sell
54,884
-263
-0.5% -$27.6K 1.57% 16
2023
Q3 		$5.7M Buy
55,147
+475
+0.9% +$51K 1.6% 19
2023
Q2 		$5.8M Buy
54,672
+1,211
+2% +$127K 1.61% 18
2023
Q1 		$5.64M Buy
53,461
+2,373
+5% +$255K 1.64% 17
2022
Q4 		$5.53M Sell
51,088
-1,235
-2% -$131K 1.76% 14
2022
Q3 		$4.96M Buy
52,323
+237
+0.5% +$24.6K 1.99% 15
2022
Q2 		$5.3M Sell
52,086
-1,140
-2% -$124K 2.02% 14
2022
Q1 		$5.97M Sell
53,226
-152
-0.3% -$17K 1.81% 14
2021
Q4 		$5.98M Sell
53,378
-346
-0.6% -$37.6K 1.68% 16
2021
Q3 		$5.55M Buy
53,724
+117
+0.2% +$12.4K 1.69% 14
2021
Q2 		$5.62M Buy
53,607
+1,063
+2% +$112K 1.66% 14
2021
Q1 		$5.31M Buy
52,544
+1,887
+4% +$182K 1.75% 15
2020
Q4 		$4.64M Buy
50,657
+43
+0.1% +$3.73K 1.83% 15
2020
Q3 		$4.1M Buy
50,614
+2,201
+5% +$180K 1.98% 12
2020
Q2 		$3.81M Buy
48,413
+439
+0.9% +$34.1K 2.01% 12
2020
Q1 		$3.39M Sell
47,974
-479
-1% -$41.2K 2.44% 11
2019
Q4 		$4.52M Sell
48,453
-3,291
-6% -$298K 2.57% 10
2019
Q3 		$4.59M Buy
51,744
+312
+0.6% +$27.3K 2.88% 9
2019
Q2 		$4.49M Buy
51,432
+673
+1% +$58.2K 2.88% 8
2019
Q1 		$4.35M Buy
+50,759
New +$4.24M 2.87% 8

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Sage Rhino Capital's VYM Position: Q2 2026 in Review

Sage Rhino Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.9% in Q2 2026, selling an estimated $395K and leaving 49,333 shares worth $7.8M. The position accounts for 1.26% of the portfolio, ranked #23.

Sage Rhino Capital first reported a position in VYM in Q1 2019 and has held it in 30 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Sage Rhino Capital held 49,333 shares of Vanguard High Dividend Yield ETF worth $7.8M as of Q2 2026.
  • Sage Rhino Capital sold 2,526 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $395K.
  • Vanguard High Dividend Yield ETF made up 1.26% of Sage Rhino Capital's portfolio in Q2 2026, its #23 holding.
  • Sage Rhino Capital first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.