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

Stance 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
Q1 		$77K Buy
+520
New +$78.2K 0.04% 108
2025
Q4 		– Sell
-514
Closed -$72.4K – 295
2025
Q3 		$72.4K Buy
+514
New +$70.6K 0.03% 150
2025
Q1 		– Sell
-504
Closed -$64.3K – 266
2024
Q4 		$64.3K Buy
+504
New +$65.7K 0.04% 138

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stance Capital's VYM Position: Q1 2026 in Review

Stance Capital opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 520 shares worth $77K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Stance Capital previously reported a position in VYM as recently as Q3 2025.

Stance Capital first reported a position in VYM in Q4 2024 and has held it in 3 quarters since. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Stance Capital held 520 shares of Vanguard High Dividend Yield ETF worth $77K as of Q1 2026.
  • Vanguard High Dividend Yield ETF was a new Stance Capital position in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.04% of Stance Capital's portfolio in Q1 2026, its #108 holding.
  • Stance Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.