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Castleview Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Castleview Partners’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 		$887K Buy
5,613
+3,342
+147% +$522K 0.39% 57
2026
Q1 		$336K Buy
+2,271
New +$341K 0.17% 133
2025
Q1 		– Sell
-279
Closed -$35.6K – 574
2024
Q4 		$35.6K Buy
279
+92
+49% +$12K 0.02% 395
2024
Q3 		$24K Hold
187
– – 0.01% 422
2024
Q2 		$22.2K Hold
187
– – 0.01% 428
2024
Q1 		$22.6K Hold
187
– – 0.01% 449
2023
Q4 		$20.9K Hold
187
– – 0.01% 430
2023
Q3 		$19.3K Sell
187
-37
-17% -$3.97K 0.02% 365
2023
Q2 		$23.8K Sell
224
-1,749
-89% -$183K 0.02% 340
2023
Q1 		$208K Sell
1,973
-56
-3% -$6.02K 0.18% 127
2022
Q4 		$220K Sell
2,029
-18
-0.9% -$1.92K 0.21% 110
2022
Q3 		$194K Buy
2,047
+1,865
+1,025% +$194K 0.19% 120
2022
Q2 		$9.02K Sell
182
-2,474
-93% -$268K 0.01% 470
2022
Q1 		$298K Sell
2,656
-315,400
-99% -$35.2M 0.19% 117
2021
Q4 		$2.84K Buy
+318,056
New +$34.6M 0.02% 236
2021
Q2 		$374K Buy
+3,568
New +$375K 0.16% 130
2018
Q1 		$4.13M Buy
+50,099
New +$4.31M 3.42% 5

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Castleview Partners's VYM Position: Q2 2026 in Review

Castleview Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 147% in Q2 2026, buying an estimated $522K and bringing the position to 5,613 shares worth $887K. The position accounts for 0.39% of the portfolio, ranked #57.

Castleview Partners first reported a position in VYM in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.13M in Q1 2018. 437 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Castleview Partners held 5,613 shares of Vanguard High Dividend Yield ETF worth $887K as of Q2 2026.
  • Castleview Partners bought 3,342 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $522K.
  • Vanguard High Dividend Yield ETF made up 0.39% of Castleview Partners's portfolio in Q2 2026, its #57 holding.
  • Castleview Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 17 quarters since.
  • Castleview Partners's Vanguard High Dividend Yield ETF position peaked at $4.13M in Q1 2018.
  • 437 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.