Sky-Mountain Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sky-Mountain 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 Q2	$5.29M	Buy	33,482 +3,145	+10%	+$492K	3.79%	4
2026 Q1	$4.49M	Buy	30,337 +260	+0.9%	+$39.1K	3.22%	5
2025 Q4	$4.46M	Buy	30,077 +1,222	+4%	+$174K	2.97%	6
2025 Q3	$4.06M	Sell	28,855 -528	-2%	-$72.6K	2.83%	8
2025 Q2	$3.95M	Sell	29,383 -14,204	-33%	-$1.8M	2.63%	7
2025 Q1	$5.62M	Buy	+43,587	New	+$5.71M	4.76%	6

Other funds holding VYM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sky-Mountain Capital Management's VYM Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, buying an estimated $492K and bringing the position to 33,482 shares worth $5.29M. The position accounts for 3.79% of the portfolio, ranked #4.

Sky-Mountain Capital Management first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62M in Q1 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sky-Mountain Capital Management held 33,482 shares of Vanguard High Dividend Yield ETF worth $5.29M as of Q2 2026.
Sky-Mountain Capital Management bought 3,145 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $492K.
Vanguard High Dividend Yield ETF made up 3.79% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #4 holding.
Sky-Mountain Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Sky-Mountain Capital Management's Vanguard High Dividend Yield ETF position peaked at $5.62M in Q1 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.