Wolf Group Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wolf Group Capital Advisors’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
2025 Q1	–	Sell	-2,825	Closed	-$300K	–	182
2024 Q4	$300K	Hold	2,825	–	–	0.15%	96
2024 Q3	$300K	Buy	+2,825	New	+$349K	0.14%	97
2024 Q2	–	Sell	-2,825	Closed	-$300K	–	142
2024 Q1	$300K	Hold	2,825	–	–	0.14%	97
2023 Q4	$300K	Hold	2,825	–	–	0.14%	98
2023 Q3	$292K	Hold	2,825	–	–	0.14%	99
2023 Q2	$288K	Hold	2,825	–	–	0.14%	98
2023 Q1	$298K	Sell	2,825 -425	-13%	-$45.7K	0.15%	97
2022 Q4	$352K	Hold	3,250	–	–	0.17%	97
2022 Q3	$308K	Hold	3,250	–	–	0.17%	90
2022 Q2	$331K	Buy	3,250 +515	+19%	+$55.8K	0.17%	90
2022 Q1	$307K	Sell	2,735 -1,270	-32%	-$142K	0.16%	88
2021 Q4	$449K	Buy	+4,005	New	+$436K	0.07%	117

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

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

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

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

Wolf Group Capital Advisors's VYM Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 2,825 shares — an estimated $300K sold.

Wolf Group Capital Advisors first reported a position in VYM in Q4 2021 and held it in 12 quarters. The position peaked at $449K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Wolf Group Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Wolf Group Capital Advisors sold 2,825 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $300K.
Wolf Group Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 12 quarters.
Wolf Group Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $449K in Q4 2021.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.