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Summit X LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-4,556
Closed -$607K – 237
2025
Q2 		$607K Buy
4,556
+2,318
+104% +$294K 0.11% 128
2025
Q1 		$289K Sell
2,238
-7
-0.3% -$916 0.06% 177
2024
Q4 		$286K Sell
2,245
-105
-4% -$13.7K 0.06% 175
2024
Q3 		$279K Sell
2,350
-325
-12% -$40.1K 0.07% 168
2024
Q2 		$318K Buy
2,675
+291
+12% +$34.5K 0.07% 168
2024
Q1 		$289K Buy
2,384
+20
+0.8% +$2.29K 0.07% 162
2023
Q4 		$264K Buy
2,364
+201
+9% +$21.1K 0.08% 153
2023
Q3 		$224K Sell
2,163
-496
-19% -$53.2K 0.07% 159
2023
Q2 		$282K Buy
+2,659
New +$279K 0.07% 224
2022
Q2 		– Sell
-2,102
Closed -$236K – 272
2022
Q1 		$236K Sell
2,102
-197
-9% -$22K 0.06% 225
2021
Q4 		$258K Buy
2,299
+4
+0.2% +$435 0.06% 234
2021
Q3 		$237K Buy
2,295
+3
+0.1% +$317 0.06% 237
2021
Q2 		$240K Buy
+2,292
New +$241K 0.06% 235
2019
Q1 		– Sell
-2,720
Closed -$211K – 255
2018
Q4 		$211K Sell
2,720
-865
-24% -$72.1K 0.12% 188
2018
Q3 		$311K Buy
3,585
+150
+4% +$13K 0.15% 175
2018
Q2 		$283K Sell
3,435
-290
-8% -$24.3K 0.16% 156
2018
Q1 		$306K Buy
+3,725
New +$320K 0.18% 143

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's VYM Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 4,556 shares — an estimated $607K sold.

Summit X LLC first reported a position in VYM in Q1 2018 and held it in 17 quarters. The position peaked at $607K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 4,556 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $607K.
  • Summit X LLC first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 17 quarters.
  • Summit X LLC's Vanguard High Dividend Yield ETF position peaked at $607K in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.