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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$532K Buy
3,590
+404
+13% +$60.7K 0.13% 83
2025
Q4
$457K Buy
3,186
+686
+27% +$97.6K 0.12% 79
2025
Q3
$352K Sell
2,500
-486
-16% -$66.8K 0.11% 79
2025
Q2
$402K Buy
+2,986
New +$378K 0.14% 64

Other funds holding VYM

Stevens Capital Partners's VYM Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q1 2026, buying an estimated $60.7K and bringing the position to 3,590 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #83.

Stevens Capital Partners first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Stevens Capital Partners held 3,590 shares of Vanguard High Dividend Yield ETF worth $532K as of Q1 2026.
  • Stevens Capital Partners bought 404 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $60.7K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Stevens Capital Partners's portfolio in Q1 2026, its #83 holding.
  • Stevens Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.