Private Capital's VYM Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 6,197 shares of Vanguard High Dividend Yield Index ETF (VYM) worth $873,527, representing 0.08% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in VYM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1,492 shares. Largest reduction occurred in Q2 2024, reducing 59 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Vanguard High Dividend Yield Index ETF (VYM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard High Dividend Yield Index ETF (VYM) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +2,610 | New Buy | 2,610 | $103.32 |
| Q4 2023 | +518 | Add 19.85% | 3,128 | $111.64 |
| Q1 2024 | +226 | Add 7.23% | 3,354 | $121.00 |
| Q2 2024 | -59 | Reduce 1.76% | 3,295 | $118.61 |
| Q3 2024 | +24 | Add 0.73% | 3,319 | $128.22 |
| Q4 2024 | +431 | Add 12.99% | 3,750 | $127.58 |
| Q1 2025 | +1,492 | Add 39.79% | 5,242 | $128.97 |
| Q2 2025 | +199 | Add 3.80% | 5,441 | $133.32 |
| Q3 2025 | +756 | Add 13.89% | 6,197 | $140.96 |
Private Capital's Vanguard High Dividend Yield Index ETF Investment FAQs
Private Capital first purchased Vanguard High Dividend Yield Index ETF (VYM) in Q3 2023, acquiring 2,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Vanguard High Dividend Yield Index ETF (VYM) for 9 quarters since Q3 2023.
Private Capital's largest addition to Vanguard High Dividend Yield Index ETF (VYM) was in Q3 2023, adding 2,610 shares worth $269,665.
According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 6,197 shares of Vanguard High Dividend Yield Index ETF (VYM), valued at approximately $873,527.
As of the Q3 2025 filing, Vanguard High Dividend Yield Index ETF (VYM) represents approximately 0.08% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Vanguard High Dividend Yield Index ETF (VYM) was 6,197 shares, as reported at the end of Q3 2025.