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Thrive Capital Management (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$2.81M Buy
17,756
+48
+0.3% +$7.5K 0.53% 76
2026
Q1 		$2.62M Sell
17,708
-2,069
-10% -$311K 0.57% 79
2025
Q4 		$2.84M Sell
19,777
-481
-2% -$68.4K 0.63% 77
2025
Q3 		$2.86M Sell
20,258
-1,548
-7% -$213K 0.74% 55
2025
Q2 		$2.91M Sell
21,806
-16,215
-43% -$2.05M 0.91% 47
2025
Q1 		$4.14M Buy
38,021
+6,753
+22% +$884K 2.47% 5
2024
Q4 		$3.99M Sell
31,268
-8,015
-20% -$1.05M 1.83% 13
2024
Q3 		$5.04M Sell
39,283
-11,840
-23% -$1.46M 2.37% 3
2024
Q2 		$6.06M Sell
51,123
-40,802
-44% -$4.84M 2.77% 2
2024
Q1 		$9.42M Sell
91,925
-13,531
-13% -$1.55M 5.02% 4
2023
Q4 		$11.8M Sell
105,456
-2,544
-2% -$267K 6.3% 2
2023
Q3 		$11.2M Buy
108,000
+11,723
+12% +$1.26M 6.19% 2
2023
Q2 		$10.2M Buy
96,277
+21,520
+29% +$2.26M 5.83% 2
2023
Q1 		$7.8M Buy
74,757
+7,710
+11% +$829K 4.92% 4
2022
Q4 		$7.26M Buy
67,047
+10,405
+18% +$1.11M 4.74% 4
2022
Q3 		$5.37M Buy
56,642
+16,179
+40% +$1.68M 3.64% 6
2022
Q2 		$4.12M Buy
40,463
+29,749
+278% +$3.22M 2.85% 10
2022
Q1 		$1.2M Buy
+10,714
New +$1.19M 0.73% 36
2021
Q4 		– Sell
-2,330
Closed -$241K – 127
2021
Q3 		$241K Hold
2,330
– – 0.18% 97
2021
Q2 		$244K Hold
2,330
– – 0.19% 103
2021
Q1 		$236K Sell
2,330
-60
-3% -$5.79K 0.22% 105
2020
Q4 		$219K Buy
+2,390
New +$208K 0.23% 85

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

Thrive Capital Management (Pennsylvania)'s VYM Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.27% in Q2 2026, buying an estimated $7.5K and bringing the position to 17,756 shares worth $2.81M. The position accounts for 0.53% of the portfolio, ranked #76.

Thrive Capital Management (Pennsylvania) first reported a position in VYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q4 2023. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 17,756 shares of Vanguard High Dividend Yield ETF worth $2.81M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 48 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.5K.
  • Vanguard High Dividend Yield ETF made up 0.53% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #76 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 22 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard High Dividend Yield ETF position peaked at $11.8M in Q4 2023.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.