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

Steel Grove 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 		$864K Buy
5,468
+27
+0.5% +$4.22K 0.08% 119
2026
Q1 		$806K Sell
5,441
-25,165
-82% -$3.78M 0.08% 116
2025
Q4 		$4.39M Buy
+30,606
New +$4.35M 0.46% 24
2025
Q1 		– Sell
-38,071
Closed -$4.86M – 197
2024
Q4 		$4.86M Buy
+38,071
New +$4.96M 0.67% 15
2024
Q3 		– Sell
-2,603
Closed -$309K – 192
2024
Q2 		$309K Sell
2,603
-1,191
-31% -$141K 0.04% 138
2024
Q1 		$459K Sell
3,794
-67,120
-95% -$7.69M 0.06% 131
2023
Q4 		$7.92M Buy
+70,914
New +$7.45M 1.07% 11
2019
Q1 		– Sell
-2,897
Closed -$226K – 273
2018
Q4 		$226K Sell
2,897
-100
-3% -$8.34K 0.03% 283
2018
Q3 		$263K Hold
2,997
– – 0.04% 264
2018
Q2 		$249K Buy
2,997
+300
+11% +$25.1K 0.04% 271
2018
Q1 		$222K Hold
2,697
– – 0.03% 282
2017
Q4 		$231K Hold
2,697
– – 0.03% 271
2017
Q3 		$219K Sell
2,697
-300
-10% -$23.8K 0.04% 263
2017
Q2 		$234K Hold
2,997
– – 0.04% 246
2017
Q1 		$233K Sell
2,997
-608
-17% -$46.9K 0.04% 247
2016
Q4 		$273K Hold
3,605
– – 0.05% 209
2016
Q3 		$260K Sell
3,605
-2,163
-38% -$157K 0.06% 164
2016
Q2 		$412K Buy
5,768
+2,178
+61% +$152K 0.1% 113
2016
Q1 		$248K Buy
3,590
+590
+20% +$38.6K 0.06% 153
2015
Q4 		$200K Buy
+3,000
New +$201K 0.05% 184

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

Steel Grove Capital Advisors's VYM Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q2 2026, buying an estimated $4.22K and bringing the position to 5,468 shares worth $864K. The position accounts for 0.08% of the portfolio, ranked #119.

Steel Grove Capital Advisors first reported a position in VYM in Q4 2015 and has held it in 20 quarters since. The position peaked at $7.92M in Q4 2023. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Steel Grove Capital Advisors held 5,468 shares of Vanguard High Dividend Yield ETF worth $864K as of Q2 2026.
  • Steel Grove Capital Advisors bought 27 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.22K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 20 quarters since.
  • Steel Grove Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $7.92M in Q4 2023.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.