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Cassady Wealth & Retirement Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cassady Wealth & Retirement Planning’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 		$831K Sell
5,258
-309
-6% -$48.3K 0.39% 52
2026
Q1 		$875K Sell
5,567
-28
-0.5% -$4.21K 0.45% 52
2025
Q4 		$803K Buy
+5,595
New +$796K 0.52% 51

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cassady Wealth & Retirement Planning's VYM Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q2 2026, selling an estimated $48.3K and leaving 5,258 shares worth $831K. The position accounts for 0.39% of the portfolio, ranked #52.

Cassady Wealth & Retirement Planning first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $875K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 5,258 shares of Vanguard High Dividend Yield ETF worth $831K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 309 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $48.3K.
  • Vanguard High Dividend Yield ETF made up 0.39% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #52 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Vanguard High Dividend Yield ETF position peaked at $875K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.