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

SCS Capital Management’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 Q1	$217M	Sell	1,463,217 -42,033	-3%	-$6.32M	2.3%	10
2025 Q4	$216M	Sell	1,505,250 -6,000	-0.4%	-$853K	2.29%	9
2025 Q3	$213M	Sell	1,511,250 -19,576	-1%	-$2.69M	2.32%	10
2025 Q2	$204M	Sell	1,530,826 -9,844	-0.6%	-$1.25M	2.26%	11
2025 Q1	$199M	Buy	+1,540,670	New	+$202M	2.53%	11

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCS Capital Management's VYM Position: Q1 2026 in Review

SCS Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q1 2026, selling an estimated $6.32M and leaving 1,463,217 shares worth $217M. The position accounts for 2.3% of the portfolio, ranked #10.

SCS Capital Management first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

SCS Capital Management held 1,463,217 shares of Vanguard High Dividend Yield ETF worth $217M as of Q1 2026.
SCS Capital Management sold 42,033 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $6.32M.
Vanguard High Dividend Yield ETF made up 2.3% of SCS Capital Management's portfolio in Q1 2026, its #10 holding.
SCS Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.