WPC
VYM icon

Wedmont Private Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wedmont Private Capital’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 		$5.2M Buy
32,269
+2,086
+7% +$326K 0.14% 90
2026
Q1 		$4.59M Buy
30,183
+3,843
+15% +$578K 0.15% 81
2025
Q4 		$3.82M Sell
26,340
-611
-2% -$86.9K 0.13% 92
2025
Q3 		$3.8M Buy
26,951
+1,576
+6% +$217K 0.14% 87
2025
Q2 		$3.42M Buy
25,375
+121
+0.5% +$15.3K 0.15% 84
2025
Q1 		$3.06M Buy
25,254
+1,447
+6% +$189K 0.16% 80
2024
Q4 		$3M Buy
23,807
+44
+0.2% +$5.74K 0.16% 76
2024
Q3 		$3.04M Buy
23,763
+1,935
+9% +$239K 0.17% 73
2024
Q2 		$2.65M Sell
21,828
-216
-1% -$25.6K 0.17% 77
2024
Q1 		$2.64M Buy
22,044
+143
+0.7% +$16.4K 0.19% 74
2023
Q4 		$2.46M Buy
21,901
+5,841
+36% +$614K 0.2% 73
2023
Q3 		$1.64M Buy
16,060
+935
+6% +$100K 0.17% 85
2023
Q2 		$1.61M Sell
15,125
-45
-0.3% -$4.72K 0.17% 83
2023
Q1 		$1.61M Sell
15,170
-5
-0% -$538 0.21% 72
2022
Q4 		$1.68M Buy
15,175
+1,777
+13% +$189K 0.25% 67
2022
Q3 		$1.27M Buy
13,398
+1,851
+16% +$192K 0.26% 62
2022
Q2 		$1.17M Buy
11,547
+560
+5% +$60.7K 0.25% 68
2022
Q1 		$1.24M Buy
10,987
+2,483
+29% +$277K 0.28% 58
2021
Q4 		$977K Buy
+8,504
New +$925K 0.3% 63

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Wedmont Private Capital's VYM Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.9% in Q2 2026, buying an estimated $326K and bringing the position to 32,269 shares worth $5.2M. The position accounts for 0.14% of the portfolio, ranked #90.

Wedmont Private Capital first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 578 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Wedmont Private Capital held 32,269 shares of Vanguard High Dividend Yield ETF worth $5.2M as of Q2 2026.
  • Wedmont Private Capital bought 2,086 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $326K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Wedmont Private Capital's portfolio in Q2 2026, its #90 holding.
  • Wedmont Private Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 578 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.