VYM β€” Vanguard High Div Yield

Ownership history in Select Asset Management & Trust  Β·  17 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Vanguard High Div Yield (VYM) in 17 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.25% in 2025 Q1. The latest visible filing shows VYM at 6.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Asset Management & Trust's position in Vanguard High Div Yield, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VYM was reported at 6.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.25% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VYM stock page Select Asset Management & Trust fund profile Select Asset Management & Trust full holdings
How Select Asset Management & Trust held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 136,235 +18 +0.0% 6.08% $20K 2026-02-14 (Est.) $154.46
2025 Q3 ADDED 136,217 +486 +0.4% 5.91% $19K 2025-10-30 $139.10
2025 Q2 REDUCED 135,731 -4,641 -3.3% 6.20% $18K 2025-08-14 $134.88
2025 Q1 ADDED 140,372 +5,266 +3.9% 7.25% $18K 2025-05-12 $125.58
2024 Q4 REDUCED 135,106 -4,608 -3.3% 6.68% $17K 2025-02-13 $129.78
2024 Q3 ADDED 139,714 +3,276 +2.4% 6.60% $18K 2024-11-14 $126.08
2024 Q2 ADDED 136,438 +16,287 +13.6% 6.45% $16K 2024-08-12 $114.55
2024 Q1 ADDED 120,151 +116,022 +2809.9% 6.04% $15K 2024-05-14 $113.92
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VYM

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 2.88% Financial Insights, Inc. 3Y 7Y 0.67% BURKETT FINANCIAL SERVICES, LLC 0.53% Bangor Savings Bank 3Y 7Y 0.27% Aspen Wealth Management LLC 3Y 0.11%

FAQ About Select Asset Management & Trust and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Select Asset Management & Trust reported owning VYM?

Select Asset Management & Trust reported VYM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VYM position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for VYM was 7.25% in 2025 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 136,235 shares, equal to 6.08% of portfolio, with an estimated market value of $20K.

What does the chart on this VYM ownership page compare?

The chart compares Select Asset Management & Trust's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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