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	Buy	+2,656	New	+$296K	0.19%	117
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

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

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 16 quarters since. The position peaked at $4.13M in Q1 2018. 2,061 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 16 quarters since.
Castleview Partners's Vanguard High Dividend Yield ETF position peaked at $4.13M in Q1 2018.
2,061 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.