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Cannon Financial Strategists’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cannon Financial Strategists’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
2025
Q2 		– Sell
-5,152
Closed -$664K – 106
2025
Q1 		$664K Buy
5,152
+2
+0% +$262 0.11% 52
2024
Q4 		$657K Buy
5,150
+1
+0% +$130 0.11% 53
2024
Q3 		$660K Buy
5,149
+1
+0% +$123 0.12% 56
2024
Q2 		$611K Buy
5,148
+2
+0% +$237 0.12% 52
2024
Q1 		$623K Buy
5,146
+1
+0% +$115 0.12% 53
2023
Q4 		$574K Sell
5,145
-12
-0.2% -$1.26K 0.12% 53
2023
Q3 		$533K Sell
5,157
-4,951
-49% -$531K 0.14% 53
2023
Q2 		$1.07M Hold
10,108
– – 0.29% 33
2023
Q1 		$1.07M Hold
10,108
– – 0.36% 28
2022
Q4 		$1.09M Hold
10,108
– – 0.4% 27
2022
Q3 		$959K Sell
10,108
-321
-3% -$33.4K 0.38% 30
2022
Q2 		$1.06M Hold
10,429
– – 0.41% 29
2022
Q1 		$1.17M Hold
10,429
– – 0.42% 24
2021
Q4 		$1.17M Hold
10,429
– – 0.42% 26
2021
Q3 		$1.08M Hold
10,429
– – 0.42% 27
2021
Q2 		$1.09M Hold
10,429
– – 0.43% 25
2021
Q1 		$1.05M Sell
10,429
-860
-8% -$83K 0.45% 26
2020
Q4 		$1.03M Hold
11,289
– – 0.5% 25
2020
Q3 		$914K Buy
11,289
+175
+2% +$14.3K 0.5% 25
2020
Q2 		$876K Buy
11,114
+984
+10% +$76.5K 0.53% 25
2020
Q1 		$717K Buy
10,130
+1,596
+19% +$137K 0.53% 24
2019
Q4 		$800K Buy
8,534
+683
+9% +$61.9K 0.52% 23
2019
Q3 		$697K Hold
7,851
– – 0.53% 24
2019
Q2 		$686K Buy
7,851
+37
+0.5% +$3.2K 0.58% 23
2019
Q1 		$669K Buy
+7,814
New +$653K 0.6% 22

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cannon Financial Strategists's VYM Position: Q2 2025 in Review

Cannon Financial Strategists sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 5,152 shares — an estimated $664K sold.

Cannon Financial Strategists first reported a position in VYM in Q1 2019 and held it in 25 quarters. The position peaked at $1.17M in Q1 2022. 1,806 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Cannon Financial Strategists reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Cannon Financial Strategists sold 5,152 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $664K.
  • Cannon Financial Strategists first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 25 quarters.
  • Cannon Financial Strategists's Vanguard High Dividend Yield ETF position peaked at $1.17M in Q1 2022.
  • 1,806 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Cannon Financial Strategists's 13F filing for Q2 2025, filed 6 Aug 2025.