Cardiff Park Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cardiff Park 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 Q1	$1.9M	Sell	12,840 -626	-5%	-$94.1K	0.15%	78
2025 Q4	$1.93M	Buy	13,466 +84	+0.6%	+$11.9K	0.16%	76
2025 Q3	$1.89M	Sell	13,382 -17	-0.1%	-$2.34K	0.14%	82
2025 Q2	$1.79M	Buy	13,399 +4,014	+43%	+$509K	0.15%	76
2025 Q1	$1.21M	Buy	9,385 +84	+0.9%	+$11K	0.12%	90
2024 Q4	$1.19M	Sell	9,301 -41	-0.4%	-$5.35K	0.11%	91
2024 Q3	$1.2M	Sell	9,342 -34	-0.4%	-$4.2K	0.11%	90
2024 Q2	$1.11M	Sell	9,376 -59	-0.6%	-$7K	0.11%	94
2024 Q1	$1.14M	Sell	9,435 -65	-0.7%	-$7.45K	0.11%	92
2023 Q4	$1.06M	Sell	9,500 -46	-0.5%	-$4.83K	0.12%	90
2023 Q3	$986K	Sell	9,546 -2,930	-23%	-$314K	0.12%	86
2023 Q2	$1.32M	Buy	12,476 +1	+0%	+$105	0.16%	73
2023 Q1	$1.32M	Sell	12,475 -56	-0.4%	-$6.02K	0.17%	70
2022 Q4	$1.36M	Buy	12,531 +2,463	+24%	+$262K	0.19%	68
2022 Q3	$955K	Buy	10,068 +37	+0.4%	+$3.85K	0.15%	86
2022 Q2	$1.02M	Buy	10,031 +2,518	+34%	+$273K	0.15%	79
2022 Q1	$843K	Buy	7,513 +28	+0.4%	+$3.12K	0.12%	90
2021 Q4	$839K	Buy	+7,485	New	+$814K	0.11%	93

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

Cardiff Park Advisors's VYM Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q1 2026, selling an estimated $94.1K and leaving 12,840 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #78.

Cardiff Park Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Cardiff Park Advisors held 12,840 shares of Vanguard High Dividend Yield ETF worth $1.9M as of Q1 2026.
Cardiff Park Advisors sold 626 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $94.1K.
Vanguard High Dividend Yield ETF made up 0.15% of Cardiff Park Advisors's portfolio in Q1 2026, its #78 holding.
Cardiff Park Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Vanguard High Dividend Yield ETF position peaked at $1.93M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.