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

Tacita Capital’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	$220K	Hold	1,390	–	–	0.12%	80
2026 Q1	$206K	Hold	1,390	–	–	0.12%	83
2025 Q4	$199K	Hold	1,390	–	–	0.12%	83
2025 Q3	$196K	Hold	1,390	–	–	0.12%	83
2025 Q2	$185K	Hold	1,390	–	–	0.12%	84
2025 Q1	$179K	Hold	1,390	–	–	0.13%	81
2024 Q4	$177K	Hold	1,390	–	–	0.13%	83
2024 Q3	$178K	Hold	1,390	–	–	0.12%	85
2024 Q2	$165K	Sell	1,390 -300	-18%	-$35.6K	0.12%	89
2024 Q1	$204K	Hold	1,690	–	–	0.14%	87
2023 Q4	$189K	Hold	1,690	–	–	0.14%	88
2023 Q3	$175K	Hold	1,690	–	–	0.14%	85
2023 Q2	$179K	Hold	1,690	–	–	0.13%	87
2023 Q1	$178K	Hold	1,690	–	–	0.13%	82
2022 Q4	$183K	Hold	1,690	–	–	0.14%	86
2022 Q3	$160K	Hold	1,690	–	–	0.12%	82
2022 Q2	$172K	Hold	1,690	–	–	0.12%	85
2022 Q1	$190K	Hold	1,690	–	–	0.11%	87
2021 Q4	$189K	Sell	1,690 -315	-16%	-$34.3K	0.11%	90
2021 Q3	$207K	Hold	2,005	–	–	0.13%	83
2021 Q2	$210K	Sell	2,005 -85	-4%	-$8.93K	0.13%	85
2021 Q1	$211K	Sell	2,090 -200	-9%	-$19.3K	0.14%	89
2020 Q4	$210K	Buy	+2,290	New	+$199K	0.14%	85

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tacita Capital's VYM Position: Q2 2026 in Review

Tacita Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,390 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #80.

Tacita Capital first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Tacita Capital held 1,390 shares of Vanguard High Dividend Yield ETF worth $220K as of Q2 2026.
Tacita Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.12% of Tacita Capital's portfolio in Q2 2026, its #80 holding.
Tacita Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.