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

Scott 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
2026
Q2 		$2.21M Sell
13,992
-509
-4% -$79.5K 0.35% 26
2026
Q1 		$2.21M Buy
14,501
+929
+7% +$140K 0.45% 24
2025
Q4 		$1.95M Buy
13,572
+5,562
+69% +$791K 0.43% 22
2025
Q3 		$1.13M Buy
8,010
+15
+0.2% +$2.06K 0.26% 26
2025
Q2 		$1.08M Sell
7,995
-169
-2% -$21.4K 0.29% 26
2025
Q1 		$1.05M Sell
8,164
-447
-5% -$58.5K 0.31% 25
2024
Q4 		$1.1M Sell
8,611
-146
-2% -$19K 0.31% 24
2024
Q3 		$1.12M Sell
8,757
-1,969
-18% -$243K 0.32% 24
2024
Q2 		$1.27M Buy
10,726
+36
+0.3% +$4.27K 0.38% 22
2024
Q1 		$1.28M Sell
10,690
-4
-0% -$458 0.39% 21
2023
Q4 		$1.19M Buy
10,694
+54
+0.5% +$5.67K 0.4% 21
2023
Q3 		$1.1M Sell
10,640
-473
-4% -$50.8K 0.44% 21
2023
Q2 		$1.18M Buy
11,113
+62
+0.6% +$6.5K 0.51% 19
2023
Q1 		$1.17M Sell
11,051
-285
-3% -$30.7K 0.56% 19
2022
Q4 		$1.23M Sell
11,336
-239
-2% -$25.4K 0.69% 16
2022
Q3 		$1.1M Buy
11,575
+185
+2% +$19.2K 0.75% 15
2022
Q2 		$1.16M Buy
11,390
+267
+2% +$28.9K 0.78% 15
2022
Q1 		$1.25M Buy
11,123
+88
+0.8% +$9.81K 0.73% 15
2021
Q4 		$1.24M Buy
+11,035
New +$1.2M 0.75% 13

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

Scott Capital Advisors's VYM Position: Q2 2026 in Review

Scott Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q2 2026, selling an estimated $79.5K and leaving 13,992 shares worth $2.21M. The position accounts for 0.35% of the portfolio, ranked #26.

Scott Capital Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Scott Capital Advisors held 13,992 shares of Vanguard High Dividend Yield ETF worth $2.21M as of Q2 2026.
  • Scott Capital Advisors sold 509 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $79.5K.
  • Vanguard High Dividend Yield ETF made up 0.35% of Scott Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Scott Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.