Cascade Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cascade Investment Advisors’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	$324K	Sell	2,050 -200	-9%	-$31.3K	0.18%	101
2026 Q1	$333K	Sell	2,250 -350	-13%	-$52.6K	0.2%	101
2025 Q4	$373K	Sell	2,600 -615	-19%	-$87.5K	0.22%	99
2025 Q3	$453K	Hold	3,215	–	–	0.27%	93
2025 Q2	$429K	Hold	3,215	–	–	0.28%	93
2025 Q1	$415K	Hold	3,215	–	–	0.28%	92
2024 Q4	$410K	Buy	+3,215	New	+$419K	0.26%	91
2023 Q2	–	Sell	-850	Closed	-$89.7K	–	237
2023 Q1	$89.7K	Buy	+850	New	+$91.4K	0.07%	121
2022 Q3	–	Sell	-850	Closed	-$86.4K	–	230
2022 Q2	$86.4K	Hold	850	–	–	0.07%	127
2022 Q1	$95.4K	Hold	850	–	–	0.06%	138
2021 Q4	$95.3K	Hold	850	–	–	0.06%	139
2021 Q3	$87.8K	Hold	850	–	–	0.06%	137
2021 Q2	$89.1K	Hold	850	–	–	0.06%	132
2021 Q1	$85.9K	Hold	850	–	–	0.06%	133
2020 Q4	$77.8K	Hold	850	–	–	0.06%	137
2020 Q3	$68.8K	Hold	850	–	–	0.06%	137
2020 Q2	$67K	Hold	850	–	–	0.06%	130
2020 Q1	$60.1K	Sell	850 -150	-15%	-$12.9K	0.07%	128
2019 Q4	$93.7K	Hold	1,000	–	–	0.07%	125
2019 Q3	$88.7K	Hold	1,000	–	–	0.07%	123
2019 Q2	$87.4K	Hold	1,000	–	–	0.07%	120
2019 Q1	$85.7K	Hold	1,000	–	–	0.08%	117
2018 Q4	$78K	Buy	+1,000	New	+$83.4K	0.08%	116
2017 Q1	–	Sell	-120	Closed	-$9.09K	–	217
2016 Q4	$9.09K	Buy	+120	New	+$8.81K	0.01%	161
2016 Q2	$8.57K	Buy	+120	New	+$8.39K	0.01%	145

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Cascade Investment Advisors's VYM Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.9% in Q2 2026, selling an estimated $31.3K and leaving 2,050 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #101.

Cascade Investment Advisors first reported a position in VYM in Q2 2016 and has held it in 25 quarters since. The position peaked at $453K in Q3 2025. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cascade Investment Advisors held 2,050 shares of Vanguard High Dividend Yield ETF worth $324K as of Q2 2026.
Cascade Investment Advisors sold 200 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $31.3K.
Vanguard High Dividend Yield ETF made up 0.18% of Cascade Investment Advisors's portfolio in Q2 2026, its #101 holding.
Cascade Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 25 quarters since.
Cascade Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $453K in Q3 2025.
1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.