CFA
VYM icon

Cahill Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cahill Financial 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
2026
Q2 		$1.65M Sell
10,452
-168
-2% -$26.3K 0.16% 101
2026
Q1 		$1.57M Buy
10,620
+3,254
+44% +$489K 0.17% 96
2025
Q4 		$1.06M Buy
7,366
+1,240
+20% +$176K 0.12% 121
2025
Q3 		$863K Sell
6,126
-455
-7% -$62.5K 0.1% 141
2025
Q2 		$877K Sell
6,581
-5,850
-47% -$741K 0.11% 132
2025
Q1 		$1.6M Sell
12,431
-844
-6% -$110K 0.22% 81
2024
Q4 		$1.69M Buy
13,275
+5
+0% +$652 0.23% 77
2024
Q3 		$1.7M Sell
13,270
-313
-2% -$38.6K 0.23% 76
2024
Q2 		$1.61M Sell
13,583
-2,146
-14% -$254K 0.22% 87
2024
Q1 		$1.9M Sell
15,729
-620
-4% -$71K 0.26% 73
2023
Q4 		$1.83M Sell
16,349
-1,706
-9% -$179K 0.27% 76
2023
Q3 		$1.87M Buy
18,055
+20
+0.1% +$2.15K 0.31% 67
2023
Q2 		$1.91M Sell
18,035
-64
-0.4% -$6.71K 0.31% 69
2023
Q1 		$1.91M Buy
18,099
+813
+5% +$87.4K 0.34% 68
2022
Q4 		$1.87M Sell
17,286
-2,980
-15% -$317K 0.36% 64
2022
Q3 		$1.92M Buy
20,266
+7,426
+58% +$772K 0.41% 62
2022
Q2 		$1.31M Sell
12,840
-517
-4% -$56K 0.28% 86
2022
Q1 		$1.5M Buy
13,357
+1,032
+8% +$115K 0.28% 81
2021
Q4 		$1.38M Buy
12,325
+1
+0% +$109 0.27% 86
2021
Q3 		$1.27M Sell
12,324
-2,997
-20% -$317K 0.26% 84
2021
Q2 		$1.6M Sell
15,321
-1,879
-11% -$197K 0.36% 63
2021
Q1 		$1.74M Buy
17,200
+7,221
+72% +$697K 0.42% 57
2020
Q4 		$913K Buy
9,979
+31
+0.3% +$2.69K 0.23% 86
2020
Q3 		$805K Buy
9,948
+816
+9% +$66.8K 0.29% 83
2020
Q2 		$720K Buy
9,132
+496
+6% +$38.6K 0.28% 83
2020
Q1 		$612K Buy
8,636
+82
+1% +$7.04K 0.28% 87
2019
Q4 		$802K Sell
8,554
-48
-0.6% -$4.35K 0.29% 84
2019
Q3 		$764K Sell
8,602
-649
-7% -$56.8K 0.3% 84
2019
Q2 		$809K Sell
9,251
-461
-5% -$39.9K 0.32% 81
2019
Q1 		$832K Sell
9,712
-274
-3% -$22.9K 0.35% 76
2018
Q4 		$779K Buy
9,986
+181
+2% +$15.1K 0.39% 70
2018
Q3 		$854K Hold
9,805
– – 0.38% 68
2018
Q2 		$815K Sell
9,805
-82
-0.8% -$6.87K 0.38% 68
2018
Q1 		$816K Sell
9,887
-1,093
-10% -$94K 0.39% 69
2017
Q4 		$941K Buy
10,980
+922
+9% +$77.1K 0.47% 56
2017
Q3 		$816K Buy
10,058
+4
+0% +$317 0.43% 60
2017
Q2 		$786K Buy
10,054
+410
+4% +$31.9K 0.44% 59
2017
Q1 		$749K Buy
9,644
+305
+3% +$23.5K 0.43% 60
2016
Q4 		$708K Sell
9,339
-2
-0% -$147 0.43% 60
2016
Q3 		$674K Buy
9,341
+1,327
+17% +$96.4K 0.44% 55
2016
Q2 		$573K Sell
8,014
-128
-2% -$8.95K 0.4% 62
2016
Q1 		$563K Buy
8,142
+2,198
+37% +$144K 0.42% 62
2015
Q4 		$397K Hold
5,944
– – 0.32% 75
2015
Q3 		$373K Hold
5,944
– – 0.3% 80
2015
Q2 		$401K Hold
5,944
– – 0.3% 79
2015
Q1 		$406K Hold
5,944
– – 0.31% 75
2014
Q4 		$409K Buy
+5,944
New +$403K 0.32% 73

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Cahill Financial Advisors's VYM Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, selling an estimated $26.3K and leaving 10,452 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #101.

Cahill Financial Advisors first reported a position in VYM in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.92M in Q3 2022. 1,702 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cahill Financial Advisors held 10,452 shares of Vanguard High Dividend Yield ETF worth $1.65M as of Q2 2026.
  • Cahill Financial Advisors sold 168 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.3K.
  • Vanguard High Dividend Yield ETF made up 0.16% of Cahill Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Cahill Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 47 quarters since.
  • Cahill Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $1.92M in Q3 2022.
  • 1,702 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.