Cascade Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cascade Financial 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 Q1	$7.21M	Sell	48,650 -825	-2%	-$124K	0.74%	29
2025 Q4	$7.1M	Sell	49,475 -8,751	-15%	-$1.24M	0.72%	26
2025 Q3	$8.21M	Sell	58,226 -564	-1%	-$77.5K	0.94%	21
2025 Q2	$7.84M	Sell	58,790 -5,216	-8%	-$661K	0.94%	20
2025 Q1	$8.25M	Sell	64,006 -1,787	-3%	-$234K	1.04%	18
2024 Q4	$8.39M	Sell	65,793 -842	-1%	-$110K	1.09%	18
2024 Q3	$8.67M	Buy	66,635 +1,015	+2%	+$125K	1.09%	17
2024 Q2	$7.78M	Sell	65,620 -264	-0.4%	-$31.3K	1.02%	17
2024 Q1	$7.65M	Buy	+65,884	New	+$7.55M	1.1%	16

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

Cascade Financial Partners's VYM Position: Q1 2026 in Review

Cascade Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q1 2026, selling an estimated $124K and leaving 48,650 shares worth $7.21M. The position accounts for 0.74% of the portfolio, ranked #29.

Cascade Financial Partners first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.67M in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Cascade Financial Partners held 48,650 shares of Vanguard High Dividend Yield ETF worth $7.21M as of Q1 2026.
Cascade Financial Partners sold 825 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $124K.
Vanguard High Dividend Yield ETF made up 0.74% of Cascade Financial Partners's portfolio in Q1 2026, its #29 holding.
Cascade Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard High Dividend Yield ETF position peaked at $8.67M in Q3 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.