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

Tradewinds Capital Management’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	$50.3K	Buy	340 +2	+0.6%	+$301	0.01%	218
2025 Q4	$48.5K	Buy	338 +2	+0.6%	+$284	0.01%	215
2025 Q3	$47.3K	Buy	336 +2	+0.6%	+$275	0.01%	203
2025 Q2	$44.5K	Buy	334 +2	+0.6%	+$253	0.01%	206
2025 Q1	$42.8K	Sell	332 -65	-16%	-$8.51K	0.01%	202
2024 Q4	$50.7K	Buy	397 +372	+1,488%	+$48.5K	0.01%	202
2024 Q3	$3.21K	Hold	25	–	–	﹤0.01%	434
2024 Q2	$2.96K	Hold	25	–	–	﹤0.01%	417
2024 Q1	$3.02K	Hold	25	–	–	﹤0.01%	388
2023 Q4	$2.79K	Hold	25	–	–	﹤0.01%	323
2023 Q3	$2.58K	Buy	+25	New	+$2.68K	﹤0.01%	325
2023 Q2	–	Sell	-164	Closed	-$17.3K	–	516
2023 Q1	$17.3K	Buy	+164	New	+$17.6K	0.01%	194
2021 Q2	–	Sell	-212	Closed	-$21K	–	831
2021 Q1	$21K	Buy	212 +100	+89%	+$9.65K	﹤0.01%	344
2020 Q4	$10K	Hold	112	–	–	﹤0.01%	426
2020 Q3	$9K	Buy	+112	New	+$9.17K	﹤0.01%	414
2020 Q2	–	Sell	-21	Closed	-$1K	–	729
2020 Q1	$1K	Buy	21 +1	+5%	+$86	﹤0.01%	630
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	615
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	556
2019 Q2	$2K	Buy	+20	New	+$1.73K	﹤0.01%	542
2018 Q4	–	Sell	-80	Closed	-$7K	–	689
2018 Q3	$7K	Buy	+80	New	+$6.92K	﹤0.01%	466
2018 Q2	–	Sell	-304	Closed	-$25K	–	690
2018 Q1	$25K	Buy	+304	New	+$26.1K	0.01%	270
2017 Q4	–	Sell	-775	Closed	-$63K	–	749
2017 Q3	$63K	Buy	775 +5	+0.6%	+$397	0.03%	185
2017 Q2	$60K	Buy	770 +6	+0.8%	+$467	0.03%	184
2017 Q1	$59K	Buy	764 +6	+0.8%	+$463	0.04%	180
2016 Q4	$57K	Buy	758 +343	+83%	+$25.2K	0.04%	187
2016 Q3	$30K	Buy	415 +3	+0.7%	+$218	0.02%	254
2016 Q2	$29K	Sell	412 -747	-64%	-$52.2K	0.02%	256
2016 Q1	$80K	Buy	1,159 +8	+0.7%	+$524	0.05%	168
2015 Q4	$77K	Buy	1,151 +10	+0.9%	+$671	0.06%	170
2015 Q3	$71K	Buy	1,141 +183	+19%	+$12K	0.06%	172
2015 Q2	$64K	Buy	+958	New	+$66.5K	0.04%	204
2014 Q3	–	Sell	-193	Closed	-$13K	–	635
2014 Q2	$13K	Hold	193	–	–	0.01%	356
2014 Q1	$12K	Buy	+193	New	+$11.9K	0.01%	371

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradewinds Capital Management's VYM Position: Q1 2026 in Review

Tradewinds Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.59% in Q1 2026, buying an estimated $301 and bringing the position to 340 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #218.

Tradewinds Capital Management first reported a position in VYM in Q1 2014 and has held it in 33 quarters since. The position peaked at $80K in Q1 2016. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Tradewinds Capital Management held 340 shares of Vanguard High Dividend Yield ETF worth $50.3K as of Q1 2026.
Tradewinds Capital Management bought 2 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $301.
Vanguard High Dividend Yield ETF made up 0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #218 holding.
Tradewinds Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and has held it in 33 quarters since.
Tradewinds Capital Management's Vanguard High Dividend Yield ETF position peaked at $80K in Q1 2016.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.