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Summit Global Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Global Investments’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 		$206K Buy
+1,390
New +$209K 0.01% 471
2024
Q2 		– Sell
-1,781
Closed -$216K – 588
2024
Q1 		$216K Buy
+1,781
New +$204K 0.02% 472

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

Summit Global Investments's VYM Position: Q1 2026 in Review

Summit Global Investments opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 1,390 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in VYM as recently as Q1 2024.

Summit Global Investments first reported a position in VYM in Q1 2024 and has held it in 2 quarters since. The position peaked at $216K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Summit Global Investments held 1,390 shares of Vanguard High Dividend Yield ETF worth $206K as of Q1 2026.
  • Vanguard High Dividend Yield ETF was a new Summit Global Investments position in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.01% of Summit Global Investments's portfolio in Q1 2026, its #471 holding.
  • Summit Global Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 2 quarters since.
  • Summit Global Investments's Vanguard High Dividend Yield ETF position peaked at $216K in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.