Cassaday & Co Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cassaday & Co Wealth 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	$649K	Buy	4,109 +535	+15%	+$83.6K	0.01%	199
2026 Q1	$529K	Hold	3,574	–	–	0.01%	211
2025 Q4	$513K	Sell	3,574 -136	-4%	-$19.3K	0.01%	214
2025 Q3	$523K	Buy	3,710 +142	+4%	+$19.5K	0.01%	206
2025 Q2	$476K	Sell	3,568 -336	-9%	-$42.6K	0.01%	216
2025 Q1	$503K	Sell	3,904 -663	-15%	-$86.8K	0.01%	199
2024 Q4	$583K	Buy	4,567 +334	+8%	+$43.6K	0.02%	174
2024 Q3	$543K	Buy	4,233 +1,100	+35%	+$136K	0.02%	179
2024 Q2	$372K	Hold	3,133	–	–	0.01%	204
2024 Q1	$379K	Buy	+3,133	New	+$359K	0.01%	198
2023 Q1	–	Sell	-3,309	Closed	-$358K	–	268
2022 Q4	$358K	Buy	+3,309	New	+$352K	0.02%	176

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

Cassaday & Co Wealth Management's VYM Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, buying an estimated $83.6K and bringing the position to 4,109 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #199.

Cassaday & Co Wealth Management first reported a position in VYM in Q4 2022 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cassaday & Co Wealth Management held 4,109 shares of Vanguard High Dividend Yield ETF worth $649K as of Q2 2026.
Cassaday & Co Wealth Management bought 535 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $83.6K.
Vanguard High Dividend Yield ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #199 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.