Cannell & Spears’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cannell & Spears’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	$284K	Sell	1,800 -469	-21%	-$73.3K	0.01%	378
2026 Q1	$336K	Sell	2,269 -220	-9%	-$33.1K	0.01%	346
2025 Q4	$357K	Sell	2,489 -155	-6%	-$22K	0.01%	330
2025 Q3	$373K	Sell	2,644 -140	-5%	-$19.2K	0.01%	320
2025 Q2	$371K	Sell	2,784 -69	-2%	-$8.74K	0.01%	313
2025 Q1	$368K	Buy	2,853 +6	+0.2%	+$785	0.01%	310
2024 Q4	$363K	Buy	2,847 +8	+0.3%	+$1.04K	0.01%	317
2024 Q3	$364K	Buy	2,839 +964	+51%	+$119K	0.01%	328
2024 Q2	$222K	Hold	1,875	–	–	﹤0.01%	336
2024 Q1	$227K	Hold	1,875	–	–	﹤0.01%	350
2023 Q4	$209K	Buy	+1,875	New	+$197K	0.02%	204
2023 Q1	–	Sell	-1,875	Closed	-$203K	–	233
2022 Q4	$203K	Buy	+1,875	New	+$200K	0.02%	218
2022 Q2	–	Sell	-1,875	Closed	-$210K	–	227
2022 Q1	$210K	Hold	1,875	–	–	0.02%	216
2021 Q4	$210K	Buy	+1,875	New	+$204K	0.01%	216
2020 Q1	–	Sell	-2,209	Closed	-$207K	–	248
2019 Q4	$207K	Buy	+2,209	New	+$200K	0.02%	172

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cannell & Spears's VYM Position: Q2 2026 in Review

Cannell & Spears reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q2 2026, selling an estimated $73.3K and leaving 1,800 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #378.

Cannell & Spears first reported a position in VYM in Q4 2019 and has held it in 15 quarters since. The position peaked at $373K in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cannell & Spears held 1,800 shares of Vanguard High Dividend Yield ETF worth $284K as of Q2 2026.
Cannell & Spears sold 469 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $73.3K.
Vanguard High Dividend Yield ETF made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #378 holding.
Cannell & Spears first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 15 quarters since.
Cannell & Spears's Vanguard High Dividend Yield ETF position peaked at $373K in Q3 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.