Cardinal Point Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cardinal Point Capital 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 Q2	$348K	Buy	2,203 +40	+2%	+$6.25K	0.02%	218
2026 Q1	$320K	Sell	2,163 -100	-4%	-$15K	0.02%	220
2025 Q4	$325K	Hold	2,263	–	–	0.02%	199
2025 Q3	$316K	Buy	2,263 +100	+5%	+$13.7K	0.02%	202
2025 Q2	$288K	Sell	2,163 -1,240	-36%	-$157K	0.02%	188
2025 Q1	$439K	Buy	3,403 +106	+3%	+$13.9K	0.04%	126
2024 Q4	$421K	Hold	3,297	–	–	0.07%	59
2024 Q3	$423K	Buy	+3,297	New	+$407K	0.07%	60
2023 Q1	–	Sell	-2,460	Closed	-$266K	–	84
2022 Q4	$266K	Buy	+2,460	New	+$262K	0.09%	61

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

Cardinal Point Capital Management's VYM Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, buying an estimated $6.25K and bringing the position to 2,203 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #218.

Cardinal Point Capital Management first reported a position in VYM in Q4 2022 and has held it in 9 quarters since. The position peaked at $439K in Q1 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cardinal Point Capital Management held 2,203 shares of Vanguard High Dividend Yield ETF worth $348K as of Q2 2026.
Cardinal Point Capital Management bought 40 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.25K.
Vanguard High Dividend Yield ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #218 holding.
Cardinal Point Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 9 quarters since.
Cardinal Point Capital Management's Vanguard High Dividend Yield ETF position peaked at $439K in Q1 2025.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.