TCMP
VYM icon

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
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 $1.37T 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

Thrive Capital Management (Pennsylvania)'s VYM Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q1 2026, selling an estimated $311K and leaving 17,708 shares worth $2.62M. The position accounts for 0.57% of the portfolio, ranked #79.

Thrive Capital Management (Pennsylvania) first reported a position in VYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.8M in Q4 2023. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 17,708 shares of Vanguard High Dividend Yield ETF worth $2.62M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 2,069 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $311K.
  • Vanguard High Dividend Yield ETF made up 0.57% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #79 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 21 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard High Dividend Yield ETF position peaked at $11.8M in Q4 2023.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.