Cary Street Partners Investment Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cary Street Partners Investment Advisory’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	$6.16K	Sell	39 -13	-25%	-$2.03K	﹤0.01%	708
2026 Q1	$7.7K	Sell	52 -2	-4%	-$301	﹤0.01%	642
2025 Q4	$7.75K	Hold	54	–	–	﹤0.01%	625
2025 Q3	$7.61K	Sell	54 -13	-19%	-$1.79K	﹤0.01%	542
2025 Q2	$8.93K	Sell	67 -123	-65%	-$15.6K	﹤0.01%	521
2025 Q1	$24.5K	Sell	190 -29	-13%	-$3.8K	0.01%	426
2024 Q4	$27.9K	Sell	219 -38,892	-99%	-$5.07M	0.02%	380
2024 Q3	$5.01M	Buy	39,111 +2,387	+6%	+$295K	0.18%	135
2024 Q2	$4.36M	Buy	36,724 +961	+3%	+$114K	0.18%	135
2024 Q1	$4.33M	Buy	35,763 +701	+2%	+$80.3K	0.18%	142
2023 Q4	$3.91M	Sell	35,062 -2,997	-8%	-$315K	0.19%	144
2023 Q3	$3.93M	Sell	38,059 -1,379	-3%	-$148K	0.21%	137
2023 Q2	$4.18M	Sell	39,438 -2,040	-5%	-$214K	0.27%	104
2023 Q1	$4.38M	Sell	41,478 -236	-0.6%	-$25.4K	0.31%	83
2022 Q4	$4.51M	Buy	41,714 +3,728	+10%	+$397K	0.33%	81
2022 Q3	$3.6M	Buy	37,986 +1,207	+3%	+$126K	0.3%	91
2022 Q2	$3.74M	Buy	36,779 +21,789	+145%	+$2.36M	0.32%	86
2022 Q1	$1.68M	Buy	14,990 +8,716	+139%	+$972K	0.46%	63
2021 Q4	$703K	Buy	6,274 +182	+3%	+$19.8K	0.19%	124
2021 Q3	$630K	Sell	6,092 -24	-0.4%	-$2.54K	0.21%	115
2021 Q2	$641K	Sell	6,116 -39	-0.6%	-$4.09K	0.21%	111
2021 Q1	$622K	Sell	6,155 -1,955	-24%	-$189K	0.26%	99
2020 Q4	$742K	Sell	8,110 -2,253	-22%	-$196K	0.14%	146
2020 Q3	$839K	Buy	+10,363	New	+$849K	0.18%	143

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

Cary Street Partners Investment Advisory's VYM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 25% in Q2 2026, selling an estimated $2.03K and leaving 39 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Cary Street Partners Investment Advisory first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.01M in Q3 2024. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cary Street Partners Investment Advisory held 39 shares of Vanguard High Dividend Yield ETF worth $6.16K as of Q2 2026.
Cary Street Partners Investment Advisory sold 13 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.03K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #708 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
Cary Street Partners Investment Advisory's Vanguard High Dividend Yield ETF position peaked at $5.01M in Q3 2024.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.