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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
Q2 		$953K Sell
6,031
-229
-4% -$35.8K 0.76% 31
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cauble & Harre Wealth Management's VYM Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q2 2026, selling an estimated $35.8K and leaving 6,031 shares worth $953K. The position accounts for 0.76% of the portfolio, ranked #31.

Cauble & Harre Wealth Management first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $976K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cauble & Harre Wealth Management held 6,031 shares of Vanguard High Dividend Yield ETF worth $953K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 229 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard High Dividend Yield ETF made up 0.76% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Cauble & Harre Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Vanguard High Dividend Yield ETF position peaked at $976K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.