Summa Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summa Corp’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	$592K	Hold	4,000	–	–	0.24%	45
2025 Q4	$574K	Hold	4,000	–	–	0.25%	47
2025 Q3	$564K	Hold	4,000	–	–	0.25%	42
2025 Q2	$533K	Sell	4,000 -700	-15%	-$88.7K	0.28%	38
2025 Q1	$606K	Hold	4,700	–	–	0.35%	31
2024 Q4	$600K	Hold	4,700	–	–	0.29%	31
2024 Q3	$603K	Hold	4,700	–	–	0.29%	32
2024 Q2	$557K	Hold	4,700	–	–	0.27%	29
2024 Q1	$569K	Hold	4,700	–	–	0.31%	29
2023 Q4	$525K	Buy	+4,700	New	+$494K	0.37%	32

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

Summa Corp's VYM Position: Q1 2026 in Review

Summa Corp held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 4,000 shares worth $592K. The position accounts for 0.24% of the portfolio, ranked #45.

Summa Corp first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $606K in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Summa Corp held 4,000 shares of Vanguard High Dividend Yield ETF worth $592K as of Q1 2026.
Summa Corp left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.24% of Summa Corp's portfolio in Q1 2026, its #45 holding.
Summa Corp first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Summa Corp's Vanguard High Dividend Yield ETF position peaked at $606K in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.