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

Triumph 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
Q2 		$665K Buy
4,210
+25
+0.6% +$3.91K 0.12% 173
2026
Q1 		$620K Buy
4,185
+46
+1% +$6.92K 0.13% 159
2025
Q4 		$594K Buy
4,139
+83
+2% +$11.8K 0.13% 153
2025
Q3 		$572K Buy
4,056
+118
+3% +$16.2K 0.15% 148
2025
Q2 		$525K Buy
3,938
+266
+7% +$33.7K 0.16% 158
2025
Q1 		$474K Hold
3,672
– – 0.16% 158
2024
Q4 		$469K Hold
3,672
– – 0.16% 156
2024
Q3 		$471K Buy
3,672
+3
+0.1% +$370 0.17% 141
2024
Q2 		$435K Buy
3,669
+13
+0.4% +$1.54K 0.17% 142
2024
Q1 		$441K Sell
3,656
-285
-7% -$32.7K 0.18% 126
2023
Q4 		$440K Sell
3,941
-22
-0.6% -$2.31K 0.19% 107
2023
Q3 		$409K Sell
3,963
-49
-1% -$5.26K 0.19% 117
2023
Q2 		$426K Sell
4,012
-111
-3% -$11.6K 0.19% 110
2023
Q1 		$435K Sell
4,123
-1,615
-28% -$174K 0.22% 89
2022
Q4 		$621K Buy
+5,738
New +$611K 0.33% 67

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Triumph Capital Management's VYM Position: Q2 2026 in Review

Triumph Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.6% in Q2 2026, buying an estimated $3.91K and bringing the position to 4,210 shares worth $665K. The position accounts for 0.12% of the portfolio, ranked #173.

Triumph Capital Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Triumph Capital Management held 4,210 shares of Vanguard High Dividend Yield ETF worth $665K as of Q2 2026.
  • Triumph Capital Management bought 25 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.91K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Triumph Capital Management's portfolio in Q2 2026, its #173 holding.
  • Triumph Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.