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Cauble & Harre Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cauble & Harre Wealth Management’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 		$976K Sell
6,260
-67
-1% -$10.1K 0.78% 32
2025
Q4 		$908K Buy
+6,327
New +$900K 0.76% 29

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

Cauble & Harre Wealth Management's VYM Position: Q1 2026 in Review

Cauble & Harre Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, selling an estimated $10.1K and leaving 6,260 shares worth $976K. The position accounts for 0.78% of the portfolio, ranked #32.

Cauble & Harre Wealth Management 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.

  • Cauble & Harre Wealth Management held 6,260 shares of Vanguard High Dividend Yield ETF worth $976K as of Q1 2026.
  • Cauble & Harre Wealth Management sold 67 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard High Dividend Yield ETF made up 0.78% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Cauble & Harre Wealth Management 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 Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.