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Vista Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vista Investment 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 		$1.13M Sell
7,596
-111
-1% -$16.7K 0.37% 81
2025
Q4 		$1.11M Buy
7,707
+47
+0.6% +$6.68K 0.37% 80
2025
Q3 		$1.08M Buy
7,660
+584
+8% +$80.2K 0.38% 78
2025
Q2 		$943K Buy
7,076
+271
+4% +$34.3K 0.35% 84
2025
Q1 		$878K Buy
6,805
+10
+0.1% +$1.31K 0.34% 86
2024
Q4 		$867K Buy
6,795
+690
+11% +$90K 0.33% 86
2024
Q3 		$783K Buy
6,105
+15
+0.2% +$1.85K 0.3% 95
2024
Q2 		$722K Sell
6,090
-480
-7% -$56.9K 0.29% 96
2024
Q1 		$795K Sell
6,570
-23
-0.3% -$2.63K 0.32% 90
2023
Q4 		$736K Buy
6,593
+36
+0.5% +$3.78K 0.34% 93
2023
Q3 		$678K Sell
6,557
-74
-1% -$7.94K 0.36% 93
2023
Q2 		$703K Sell
6,631
-364
-5% -$38.2K 0.36% 93
2023
Q1 		$738K Sell
6,995
-3,515
-33% -$378K 0.39% 81
2022
Q4 		$1.14M Buy
10,510
+238
+2% +$25.3K 0.65% 53
2022
Q3 		$975K Buy
10,272
+374
+4% +$38.9K 0.6% 59
2022
Q2 		$1.01M Buy
9,898
+158
+2% +$17.1K 0.61% 52
2022
Q1 		$1.09M Buy
9,740
+64
+0.7% +$7.14K 0.6% 56
2021
Q4 		$1.08M Buy
9,676
+30
+0.3% +$3.26K 0.59% 61
2021
Q3 		$997K Buy
9,646
+171
+2% +$18.1K 0.58% 58
2021
Q2 		$993K Buy
9,475
+337
+4% +$35.4K 0.59% 58
2021
Q1 		$924K Buy
9,138
+1,093
+14% +$105K 0.58% 60
2020
Q4 		$736K Buy
8,045
+5,525
+219% +$480K 0.49% 68
2020
Q3 		$204K Buy
+2,520
New +$206K 0.16% 135

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

Vista Investment Management's VYM Position: Q1 2026 in Review

Vista Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q1 2026, selling an estimated $16.7K and leaving 7,596 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #81.

Vista Investment Management first reported a position in VYM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2022. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Vista Investment Management held 7,596 shares of Vanguard High Dividend Yield ETF worth $1.13M as of Q1 2026.
  • Vista Investment Management sold 111 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $16.7K.
  • Vanguard High Dividend Yield ETF made up 0.37% of Vista Investment Management's portfolio in Q1 2026, its #81 holding.
  • Vista Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 23 quarters since.
  • Vista Investment Management's Vanguard High Dividend Yield ETF position peaked at $1.14M in Q4 2022.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.