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

Cary Street Partners’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	$21.2M	Sell	134,358 -1,303	-1%	-$204K	0.46%	51
2026 Q1	$20.1M	Sell	135,661 -1,205	-0.9%	-$181K	0.5%	45
2025 Q4	$19.6M	Buy	136,866 +4,262	+3%	+$606K	0.49%	44
2025 Q3	$18.7M	Sell	132,604 -2,607	-2%	-$358K	0.49%	44
2025 Q2	$18M	Buy	135,211 +98,126	+265%	+$12.4M	0.51%	43
2025 Q1	$4.78M	Buy	37,085 +85	+0.2%	+$11.1K	0.15%	154
2024 Q4	$4.72M	Buy	+37,000	New	+$4.82M	0.15%	141

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's VYM Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.96% in Q2 2026, selling an estimated $204K and leaving 134,358 shares worth $21.2M. The position accounts for 0.46% of the portfolio, ranked #51.

Cary Street Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cary Street Partners held 134,358 shares of Vanguard High Dividend Yield ETF worth $21.2M as of Q2 2026.
Cary Street Partners sold 1,303 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $204K.
Vanguard High Dividend Yield ETF made up 0.46% of Cary Street Partners's portfolio in Q2 2026, its #51 holding.
Cary Street Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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