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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cassady Wealth & Retirement Planning's VYM Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q1 2026, selling an estimated $4.21K and leaving 5,567 shares worth $875K. The position accounts for 0.45% of the portfolio, ranked #52.

Cassady Wealth & Retirement Planning first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 5,567 shares of Vanguard High Dividend Yield ETF worth $875K as of Q1 2026.
  • Cassady Wealth & Retirement Planning sold 28 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $4.21K.
  • Vanguard High Dividend Yield ETF made up 0.45% of Cassady Wealth & Retirement Planning's portfolio in Q1 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 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.