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Cedar Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cedar 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 		$758K Hold
4,798
– – 0.19% 48
2026
Q1 		$711K Hold
4,798
– – 0.21% 45
2025
Q4 		$689K Hold
4,798
– – 0.21% 43
2025
Q3 		$676K Hold
4,798
– – 0.21% 40
2025
Q2 		$640K Hold
4,798
– – 0.22% 39
2025
Q1 		$619K Hold
4,798
– – 0.22% 40
2024
Q4 		$612K Sell
4,798
-2,964
-38% -$386K 0.22% 39
2024
Q3 		$995K Sell
7,762
-36
-0.5% -$4.44K 0.31% 43
2024
Q2 		$925K Hold
7,798
– – 0.3% 45
2024
Q1 		$943K Buy
7,798
+2,816
+57% +$323K 0.31% 42
2023
Q4 		$556K Sell
4,982
-548
-10% -$57.6K 0.2% 62
2023
Q3 		$571K Buy
5,530
+14
+0.3% +$1.5K 0.23% 58
2023
Q2 		$585K Buy
5,516
+16
+0.3% +$1.68K 0.23% 55
2023
Q1 		$580K Buy
5,500
+13
+0.2% +$1.4K 0.24% 56
2022
Q4 		$594K Buy
5,487
+16
+0.3% +$1.7K 0.29% 50
2022
Q3 		$519K Buy
5,471
+14
+0.3% +$1.46K 0.26% 63
2022
Q2 		$555K Buy
5,457
+14
+0.3% +$1.52K 0.25% 59
2022
Q1 		$611K Buy
5,443
+11
+0.2% +$1.23K 0.25% 62
2021
Q4 		$609K Hold
5,432
– – 0.25% 71
2021
Q3 		$561K Hold
5,432
– – 0.25% 70
2021
Q2 		$569K Sell
5,432
-860
-14% -$90.3K 0.26% 69
2021
Q1 		$636K Buy
6,292
+11
+0.2% +$1.06K 0.32% 58
2020
Q4 		$575K Buy
6,281
+21
+0.3% +$1.82K 0.31% 54
2020
Q3 		$507K Buy
6,260
+4
+0.1% +$328 0.32% 52
2020
Q2 		$493K Sell
6,256
-32
-0.5% -$2.49K 0.33% 48
2020
Q1 		$445K Sell
6,288
-6,614
-51% -$568K 0.3% 43
2019
Q4 		$1.21M Buy
12,902
+8,457
+190% +$767K 0.71% 16
2019
Q3 		$394K Buy
4,445
+3,430
+338% +$300K 0.26% 39
2019
Q2 		$89K Buy
+1,015
New +$87.8K 0.06% 92

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 22.96% 1-Year Est. Return

Cedar Wealth Management's VYM Position: Q2 2026 in Review

Cedar Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,798 shares worth $758K. The position accounts for 0.19% of the portfolio, ranked #48.

Cedar Wealth Management first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.21M in Q4 2019. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cedar Wealth Management held 4,798 shares of Vanguard High Dividend Yield ETF worth $758K as of Q2 2026.
  • Cedar Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.19% of Cedar Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Cedar Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
  • Cedar Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.21M in Q4 2019.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.