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 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 $1.37T 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 Wealth Advisors's VYM Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 33% in Q1 2026, buying an estimated $180K and bringing the position to 4,827 shares worth $750K. The position accounts for 0.33% of the portfolio, ranked #38.

Cascade Wealth Advisors first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Cascade Wealth Advisors held 4,827 shares of Vanguard High Dividend Yield ETF worth $750K as of Q1 2026.
Cascade Wealth Advisors bought 1,195 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $180K.
Vanguard High Dividend Yield ETF made up 0.33% of Cascade Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Cascade Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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