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

Winthrop 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 Q1	$61K	Hold	409	–	–	0.02%	174
2025 Q4	$59K	Hold	409	–	–	0.01%	181
2025 Q3	$58K	Hold	409	–	–	0.01%	164
2025 Q2	$55K	Sell	409 -14	-3%	-$1.77K	0.01%	175
2025 Q1	$55K	Sell	423 -2	-0.5%	-$262	0.02%	155
2024 Q4	$54K	Buy	+425	New	+$55.4K	0.01%	167
2024 Q1	–	Sell	-409	Closed	-$45.7K	–	298
2023 Q4	$45.7K	Buy	+409	New	+$43K	0.01%	165

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Winthrop Capital Management's VYM Position: Q1 2026 in Review

Winthrop Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 409 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #174.

Winthrop Capital Management first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Winthrop Capital Management held 409 shares of Vanguard High Dividend Yield ETF worth $61K as of Q1 2026.
Winthrop Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #174 holding.
Winthrop Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.