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

Cascade Wealth 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	$2.29M	Buy	13,847 +9,020	+187%	+$1.41M	0.92%	25
2026 Q1	$750K	Buy	4,827 +1,195	+33%	+$180K	0.33%	38
2025 Q4	$540K	Buy	3,632 +600	+20%	+$85.3K	0.25%	43
2025 Q3	$428K	Buy	3,032 +3	+0.1%	+$412	0.21%	43
2025 Q2	$410K	Buy	3,029 +864	+40%	+$109K	0.23%	42
2025 Q1	$264K	Sell	2,165 -381	-15%	-$49.9K	0.18%	39
2024 Q4	$325K	Hold	2,546	–	–	0.22%	38
2024 Q3	$326K	Sell	2,546 -150	-6%	-$18.5K	0.23%	39
2024 Q2	$329K	Sell	2,696 -1,984	-42%	-$235K	0.24%	41
2024 Q1	$543K	Buy	+4,680	New	+$536K	0.46%	37

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

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

Cascade Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 187% in Q2 2026, buying an estimated $1.41M and bringing the position to 13,847 shares worth $2.29M. The position accounts for 0.92% of the portfolio, ranked #25.

Cascade Wealth Advisors first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cascade Wealth Advisors held 13,847 shares of Vanguard High Dividend Yield ETF worth $2.29M as of Q2 2026.
Cascade Wealth Advisors bought 9,020 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.41M.
Vanguard High Dividend Yield ETF made up 0.92% of Cascade Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Cascade Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.