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Verus Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Verus Capital Partners’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 		$2.09M Buy
14,084
+468
+3% +$70.4K 0.14% 105
2025
Q4 		$1.95M Buy
13,616
+1,585
+13% +$225K 0.13% 109
2025
Q3 		$1.7M Sell
12,031
-254
-2% -$34.9K 0.13% 108
2025
Q2 		$1.64M Sell
12,285
-408
-3% -$51.7K 0.15% 97
2025
Q1 		$1.64M Sell
12,693
-206
-2% -$27K 0.16% 87
2024
Q4 		$1.65M Sell
12,899
-265
-2% -$34.6K 0.16% 88
2024
Q3 		$1.69M Buy
13,164
+85
+0.6% +$10.5K 0.16% 87
2024
Q2 		$1.55M Buy
13,079
+296
+2% +$35.1K 0.16% 92
2024
Q1 		$1.55M Sell
12,783
-221
-2% -$25.3K 0.17% 88
2023
Q4 		$1.45M Sell
13,004
-275
-2% -$28.9K 0.18% 81
2023
Q3 		$1.37M Sell
13,279
-1,813
-12% -$195K 0.19% 80
2023
Q2 		$1.6M Buy
15,092
+448
+3% +$47K 0.23% 69
2023
Q1 		$1.54M Buy
14,644
+1,995
+16% +$215K 0.24% 70
2022
Q4 		$1.37M Sell
12,649
-1,152
-8% -$123K 0.26% 64
2022
Q3 		$1.31M Buy
13,801
+1,073
+8% +$112K 0.25% 63
2022
Q2 		$1.3M Sell
12,728
-1,222
-9% -$132K 0.25% 76
2022
Q1 		$1.53M Buy
+13,950
New +$1.56M 0.24% 73
2020
Q1 		$441K Sell
6,235
-21,962
-78% -$1.89M 0.14% 101
2019
Q4 		$2.64M Buy
+28,197
New +$2.56M 0.86% 21

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

Verus Capital Partners's VYM Position: Q1 2026 in Review

Verus Capital Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q1 2026, buying an estimated $70.4K and bringing the position to 14,084 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #105.

Verus Capital Partners first reported a position in VYM in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Verus Capital Partners held 14,084 shares of Vanguard High Dividend Yield ETF worth $2.09M as of Q1 2026.
  • Verus Capital Partners bought 468 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $70.4K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Verus Capital Partners's portfolio in Q1 2026, its #105 holding.
  • Verus Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's Vanguard High Dividend Yield ETF position peaked at $2.64M in Q4 2019.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.