CPA
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Cathy Pareto & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cathy Pareto & Associates’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 		$495K Buy
3,129
+17
+0.5% +$2.66K 0.29% 55
2026
Q1 		$461K Sell
3,112
-14
-0.4% -$2.1K 0.31% 57
2025
Q4 		$449K Buy
3,126
+600
+24% +$85.3K 0.31% 57
2025
Q3 		$356K Buy
2,526
+131
+5% +$18K 0.27% 67
2025
Q2 		$319K Buy
2,395
+763
+47% +$96.7K 0.26% 69
2025
Q1 		$210K Buy
+1,632
New +$214K 0.19% 81

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Cathy Pareto & Associates's VYM Position: Q2 2026 in Review

Cathy Pareto & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.55% in Q2 2026, buying an estimated $2.66K and bringing the position to 3,129 shares worth $495K. The position accounts for 0.29% of the portfolio, ranked #55.

Cathy Pareto & Associates first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cathy Pareto & Associates held 3,129 shares of Vanguard High Dividend Yield ETF worth $495K as of Q2 2026.
  • Cathy Pareto & Associates bought 17 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.66K.
  • Vanguard High Dividend Yield ETF made up 0.29% of Cathy Pareto & Associates's portfolio in Q2 2026, its #55 holding.
  • Cathy Pareto & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.