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

Vista 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 Q2	$334K	Sell	2,113 -271	-11%	-$42.4K	0.03%	123
2026 Q1	$353K	Sell	2,384 -156	-6%	-$23.5K	0.04%	103
2025 Q4	$365K	Hold	2,540	–	–	0.04%	108
2025 Q3	$358K	Hold	2,540	–	–	0.04%	98
2025 Q2	$339K	Hold	2,540	–	–	0.04%	91
2025 Q1	$328K	Hold	2,540	–	–	0.04%	78
2024 Q4	$324K	Hold	2,540	–	–	0.04%	83
2024 Q3	$326K	Hold	2,540	–	–	0.04%	78
2024 Q2	$301K	Sell	2,540 -224	-8%	-$26.6K	0.04%	69
2024 Q1	$334K	Sell	2,764 -260	-9%	-$29.8K	0.04%	67
2023 Q4	$338K	Hold	3,024	–	–	0.05%	61
2023 Q3	$312K	Sell	3,024 -187	-6%	-$20.1K	0.05%	58
2023 Q2	$341K	Hold	3,211	–	–	0.05%	61
2023 Q1	$339K	Sell	3,211 -205	-6%	-$22K	0.05%	61
2022 Q4	$370K	Sell	3,416 -151	-4%	-$16.1K	0.06%	51
2022 Q3	$338K	Hold	3,567	–	–	0.06%	51
2022 Q2	$363K	Hold	3,567	–	–	0.06%	49
2022 Q1	$400K	Hold	3,567	–	–	0.05%	56
2021 Q4	$400K	Hold	3,567	–	–	0.05%	63
2021 Q3	$369K	Hold	3,567	–	–	0.05%	60
2021 Q2	$374K	Buy	+3,567	New	+$375K	0.05%	54

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vista Capital Partners's VYM Position: Q2 2026 in Review

Vista Capital Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $42.4K and leaving 2,113 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #123.

Vista Capital Partners first reported a position in VYM in Q2 2021 and has held it in 21 quarters since. The position peaked at $400K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Vista Capital Partners held 2,113 shares of Vanguard High Dividend Yield ETF worth $334K as of Q2 2026.
Vista Capital Partners sold 271 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $42.4K.
Vanguard High Dividend Yield ETF made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #123 holding.
Vista Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 21 quarters since.
Vista Capital Partners's Vanguard High Dividend Yield ETF position peaked at $400K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.