Westend Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westend Capital 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 Q2	$54.5K	Buy	+345	New	+$53.9K	0.01%	88
2015 Q1	–	Sell	-300	Closed	-$21K	–	98
2014 Q4	$21K	Hold	300	–	–	0.02%	83
2014 Q3	$19K	Buy	+300	New	+$20K	0.02%	72

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

Westend Capital Management's VYM Position: Q2 2026 in Review

Westend Capital Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 345 shares worth $54.5K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings. This is a return to the name: Westend Capital Management previously reported a position in VYM as recently as Q4 2014.

Westend Capital Management first reported a position in VYM in Q3 2014 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Westend Capital Management held 345 shares of Vanguard High Dividend Yield ETF worth $54.5K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Westend Capital Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #88 holding.
Westend Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.