Cahaba Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cahaba Wealth 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	$877K	Buy	5,922 +860	+17%	+$129K	0.06%	62
2025 Q4	$727K	Buy	5,062 +27	+0.5%	+$3.84K	0.05%	71
2025 Q3	$710K	Sell	5,035 -379	-7%	-$52.1K	0.05%	73
2025 Q2	$722K	Buy	5,414 +36	+0.7%	+$4.56K	0.06%	70
2025 Q1	$694K	Buy	5,378 +263	+5%	+$34.4K	0.06%	72
2024 Q4	$653K	Sell	5,115 -68	-1%	-$8.87K	0.05%	76
2024 Q3	$664K	Buy	5,183 +40	+0.8%	+$4.94K	0.05%	75
2024 Q2	$610K	Buy	5,143 +37	+0.7%	+$4.39K	0.05%	75
2024 Q1	$618K	Buy	5,106 +958	+23%	+$110K	0.06%	73
2023 Q4	$463K	Buy	4,148 +25	+0.6%	+$2.63K	0.05%	86
2023 Q3	$426K	Sell	4,123 -861	-17%	-$92.4K	0.05%	87
2023 Q2	$529K	Buy	4,984 +27	+0.5%	+$2.83K	0.06%	76
2023 Q1	$523K	Buy	4,957 +108	+2%	+$11.6K	0.06%	75
2022 Q4	$525K	Buy	4,849 +29	+0.6%	+$3.09K	0.07%	72
2022 Q3	$457K	Buy	4,820 +23	+0.5%	+$2.39K	0.06%	79
2022 Q2	$487K	Buy	4,797 +34	+0.7%	+$3.69K	0.07%	73
2022 Q1	$512K	Buy	4,763 +848	+22%	+$94.6K	0.07%	81
2021 Q4	$439K	Buy	3,915 +818	+26%	+$89K	0.06%	93
2021 Q3	$320K	Buy	+3,097	New	+$327K	0.05%	104

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

Cahaba Wealth Management's VYM Position: Q1 2026 in Review

Cahaba Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q1 2026, buying an estimated $129K and bringing the position to 5,922 shares worth $877K. The position accounts for 0.06% of the portfolio, ranked #62.

Cahaba Wealth Management first reported a position in VYM in Q3 2021 and has held it in 19 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Cahaba Wealth Management held 5,922 shares of Vanguard High Dividend Yield ETF worth $877K as of Q1 2026.
Cahaba Wealth Management bought 860 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $129K.
Vanguard High Dividend Yield ETF made up 0.06% of Cahaba Wealth Management's portfolio in Q1 2026, its #62 holding.
Cahaba Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 19 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.