Cascades Capital Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cascades Capital Asset Management’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	$118K	Sell	745 -75	-9%	-$11.7K	0.04%	149
2026 Q1	$121K	Buy	820 +75	+10%	+$11.3K	0.05%	145
2025 Q4	$107K	Hold	745	–	–	0.04%	157
2025 Q3	$105K	Buy	+745	New	+$102K	0.05%	150

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

Cascades Capital Asset Management's VYM Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.1% in Q2 2026, selling an estimated $11.7K and leaving 745 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #149.

Cascades Capital Asset Management first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $121K in Q1 2026. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cascades Capital Asset Management held 745 shares of Vanguard High Dividend Yield ETF worth $118K as of Q2 2026.
Cascades Capital Asset Management sold 75 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.7K.
Vanguard High Dividend Yield ETF made up 0.04% of Cascades Capital Asset Management's portfolio in Q2 2026, its #149 holding.
Cascades Capital Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
Cascades Capital Asset Management's Vanguard High Dividend Yield ETF position peaked at $121K in Q1 2026.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.