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

Sapient 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	$4.98M	Sell	31,540 -1,271	-4%	-$199K	0.07%	116
2026 Q1	$4.86M	Buy	32,811 +2,707	+9%	+$407K	0.07%	117
2025 Q4	$4.35M	Buy	30,104 +2,074	+7%	+$295K	0.06%	113
2025 Q3	$3.94M	Buy	28,030 +89	+0.3%	+$12.2K	0.06%	112
2025 Q2	$3.72M	Buy	27,941 +2,450	+10%	+$310K	0.07%	111
2025 Q1	$3.29M	Buy	25,491 +1,742	+7%	+$228K	0.06%	114
2024 Q4	$3.03M	Sell	23,749 -219	-0.9%	-$28.6K	0.06%	115
2024 Q3	$3.07M	Sell	23,968 -71	-0.3%	-$8.77K	0.06%	116
2024 Q2	$2.85M	Sell	24,039 -15	-0.1%	-$1.78K	0.06%	110
2024 Q1	$2.91M	Buy	24,054 +898	+4%	+$103K	0.06%	119
2023 Q4	$2.58M	Buy	+23,156	New	+$2.43M	0.07%	116

Other funds holding VYM

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return