Carr Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Carr Financial Group’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	$2.42M	Buy	15,323 +354	+2%	+$55.3K	0.56%	38
2026 Q1	$2.22M	Sell	14,969 -834	-5%	-$125K	0.58%	34
2025 Q4	$2.27M	Sell	15,803 -257	-2%	-$36.6K	0.6%	32
2025 Q3	$2.26M	Buy	16,060 +575	+4%	+$79K	0.62%	32
2025 Q2	$2.06M	Sell	15,485 -850	-5%	-$108K	0.61%	32
2025 Q1	$2.11M	Buy	16,335 +204	+1%	+$26.7K	0.69%	29
2024 Q4	$2.06M	Buy	16,131 +321	+2%	+$41.9K	0.64%	31
2024 Q3	$2.03M	Sell	15,810 -6,788	-30%	-$838K	0.59%	40
2024 Q2	$2.68M	Buy	22,598 +285	+1%	+$33.8K	0.85%	29
2024 Q1	$2.7M	Buy	22,313 +3,349	+18%	+$384K	0.9%	28
2023 Q4	$2.12M	Sell	18,964 -498	-3%	-$52.3K	0.78%	26
2023 Q3	$2.02M	Sell	19,462 -2,816	-13%	-$302K	0.8%	26
2023 Q2	$2.36M	Sell	22,278 -6,409	-22%	-$672K	0.94%	21
2023 Q1	$3.03M	Sell	28,687 -61,838	-68%	-$6.65M	1.33%	15
2022 Q4	$9.8M	Buy	+90,525	New	+$9.63M	5.16%	2

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

Carr Financial Group's VYM Position: Q2 2026 in Review

Carr Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, buying an estimated $55.3K and bringing the position to 15,323 shares worth $2.42M. The position accounts for 0.56% of the portfolio, ranked #38.

Carr Financial Group first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.8M in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Carr Financial Group held 15,323 shares of Vanguard High Dividend Yield ETF worth $2.42M as of Q2 2026.
Carr Financial Group bought 354 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $55.3K.
Vanguard High Dividend Yield ETF made up 0.56% of Carr Financial Group's portfolio in Q2 2026, its #38 holding.
Carr Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's Vanguard High Dividend Yield ETF position peaked at $9.8M in Q4 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.