U.S. Capital Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

U.S. Capital Wealth Advisors’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	$1.68M	Buy	11,314 +338	+3%	+$50.8K	0.04%	390
2025 Q4	$1.58M	Buy	10,976 +333	+3%	+$47.4K	0.04%	385
2025 Q3	$1.5M	Sell	10,643 -27	-0.3%	-$3.71K	0.04%	394
2025 Q2	$1.42M	Buy	10,670 +906	+9%	+$115K	0.04%	363
2025 Q1	$1.26M	Sell	9,764 -11,188	-53%	-$1.46M	0.04%	377
2024 Q4	$2.67M	Buy	20,952 +410	+2%	+$53.5K	0.08%	248
2024 Q3	$2.63M	Buy	20,542 +705	+4%	+$87K	0.09%	201
2024 Q2	$2.35M	Sell	19,837 -29,828	-60%	-$3.54M	0.09%	211
2024 Q1	$6.01M	Buy	49,665 +15,015	+43%	+$1.72M	0.23%	106
2023 Q4	$3.87M	Sell	34,650 -5,728	-14%	-$602K	0.15%	141
2023 Q3	$4.17M	Buy	40,378 +21,739	+117%	+$2.33M	0.19%	119
2023 Q2	$1.98M	Sell	18,639 -952	-5%	-$99.9K	0.09%	212
2023 Q1	$2.07M	Sell	19,591 -14,019	-42%	-$1.51M	0.1%	201
2022 Q4	$3.64M	Sell	33,610 -2,179	-6%	-$232K	0.17%	128
2022 Q3	$3.4M	Sell	35,789 -7,405	-17%	-$770K	0.17%	128
2022 Q2	$4.39M	Buy	43,194 +644	+2%	+$69.8K	0.19%	111
2022 Q1	$4.78M	Buy	42,550 +8,877	+26%	+$990K	0.17%	123
2021 Q4	$3.77M	Buy	33,673 +19,632	+140%	+$2.14M	0.15%	154
2021 Q3	$1.45M	Buy	+14,041	New	+$1.48M	0.06%	316

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

U.S. Capital Wealth Advisors's VYM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q1 2026, buying an estimated $50.8K and bringing the position to 11,314 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #390.

U.S. Capital Wealth Advisors first reported a position in VYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.01M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

U.S. Capital Wealth Advisors held 11,314 shares of Vanguard High Dividend Yield ETF worth $1.68M as of Q1 2026.
U.S. Capital Wealth Advisors bought 338 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $50.8K.
Vanguard High Dividend Yield ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #390 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $6.01M in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.